JP Morgan Private Wealth Advisors’s Doximity DOCS Stock Holding History

JP Morgan Private Wealth Advisors’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 Q3	$278K	Sell	13,079 -2,024	-13%	-$55.2K	﹤0.01%	1513
2023 Q2	$514K	Sell	15,103 -7,520	-33%	-$250K	﹤0.01%	1014
2023 Q1	$733K	Buy	22,623 +5,674	+33%	+$188K	﹤0.01%	1316
2022 Q4	$569K	Buy	16,949 +3,637	+27%	+$111K	﹤0.01%	1415
2022 Q3	$402K	Buy	13,312 +6,027	+83%	+$221K	﹤0.01%	1543
2022 Q2	$254K	Buy	+7,285	New	+$287K	﹤0.01%	1732

Other funds holding DOCS

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Private Wealth Advisors's DOCS Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Doximity (DOCS) stake by 13% in Q3 2023, selling an estimated $55.2K and leaving 13,079 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #1513.

JP Morgan Private Wealth Advisors first reported a position in DOCS in Q2 2022 and has held it in 6 quarters since. The position peaked at $733K in Q1 2023. 306 funds tracked by Wall St. Rank hold DOCS as of Q3 2023.

JP Morgan Private Wealth Advisors held 13,079 shares of Doximity worth $278K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 2,024 Doximity shares in Q3 2023, an estimated $55.2K.
Doximity made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1513 holding.
JP Morgan Private Wealth Advisors first reported a position in Doximity in Q2 2022 and has held it in 6 quarters since.
JP Morgan Private Wealth Advisors's Doximity position peaked at $733K in Q1 2023.
306 funds tracked by Wall St. Rank held Doximity as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.