Howe & Rusling’s Doximity DOCS Stock Holding History

Howe & Rusling’s Portfolio DOCS Stock Details DOCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-38	Closed	-$1K	–	519
2022 Q3	$1K	Hold	38	–	–	﹤0.01%	951
2022 Q2	$1K	Buy	+38	New	+$1.5K	﹤0.01%	939

Other funds holding DOCS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

EAM

Eventide Asset Management Boston, Massachusetts $7.48B AUM 104.76% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Howe & Rusling's DOCS Position: Q4 2022 in Review

Howe & Rusling sold out of Doximity (DOCS) in Q4 2022, closing a stake of 38 shares — an estimated $1K sold.

Howe & Rusling first reported a position in DOCS in Q2 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 303 funds tracked by Wall St. Rank hold DOCS as of Q4 2022.

Howe & Rusling reported no remaining Doximity position as of Q4 2022 after selling out during the quarter.
Howe & Rusling sold 38 Doximity shares in Q4 2022, an estimated $1K.
Howe & Rusling first reported a position in Doximity in Q2 2022 and held it in 2 quarters.
Howe & Rusling's Doximity position peaked at $1K in Q3 2022.
303 funds tracked by Wall St. Rank held Doximity as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.