IFAM
DOCS icon

Institutional & Family Asset Management’s Doximity DOCS Stock Holding History

Institutional & Family Asset Management’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
2024
Q2 		$17.6K Sell
630
-12
-2% -$317 ﹤0.01% 355
2024
Q1 		$17.3K Sell
642
-36
-5% -$1.03K ﹤0.01% 346
2023
Q4 		$19K Buy
678
+83
+14% +$1.96K ﹤0.01% 322
2023
Q3 		$12.6K Hold
595
– – ﹤0.01% 349
2023
Q2 		$20.2K Buy
595
+8
+1% +$266 ﹤0.01% 310
2023
Q1 		$19K Buy
587
+134
+30% +$4.45K ﹤0.01% 316
2022
Q4 		$15.2K Buy
453
+54
+14% +$1.65K ﹤0.01% 331
2022
Q3 		$12K Hold
399
– – ﹤0.01% 366
2022
Q2 		$14K Buy
399
+156
+64% +$6.14K ﹤0.01% 348
2022
Q1 		$13K Buy
+243
New +$12.2K ﹤0.01% 408

Other funds holding DOCS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return