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James Investment Research’s Doximity DOCS Stock Holding History

James Investment Research’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
2023
Q1 		– Sell
-783
Closed -$27K – 592
2022
Q4 		$27K Buy
+783
New +$23.9K ﹤0.01% 418
2022
Q1 		– Sell
-196
Closed -$10K – 513
2021
Q4 		$10K Buy
+196
New +$12.8K ﹤0.01% 455

Other funds holding DOCS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $7.48B AUM 104.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

James Investment Research's DOCS Position: Q1 2023 in Review

James Investment Research sold out of Doximity (DOCS) in Q1 2023, closing a stake of 783 shares — an estimated $27K sold.

James Investment Research first reported a position in DOCS in Q4 2021 and held it in 2 quarters. The position peaked at $27K in Q4 2022. 298 funds tracked by Wall St. Rank hold DOCS as of Q1 2023.

  • James Investment Research reported no remaining Doximity position as of Q1 2023 after selling out during the quarter.
  • James Investment Research sold 783 Doximity shares in Q1 2023, an estimated $27K.
  • James Investment Research first reported a position in Doximity in Q4 2021 and held it in 2 quarters.
  • James Investment Research's Doximity position peaked at $27K in Q4 2022.
  • 298 funds tracked by Wall St. Rank held Doximity as of Q1 2023.

Based on James Investment Research's 13F filing for Q1 2023, filed 26 Apr 2023.