KPCM
DOCS icon

Kings Point Capital Management’s Doximity DOCS Stock Holding History

Kings Point Capital 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
2022
Q1 		– Sell
-250
Closed -$13K – 593
2021
Q4 		$13K Hold
250
– – ﹤0.01% 601
2021
Q3 		$20K Buy
+250
New +$18.3K ﹤0.01% 488

Other funds holding DOCS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Kings Point Capital Management's DOCS Position: Q1 2022 in Review

Kings Point Capital Management sold out of Doximity (DOCS) in Q1 2022, closing a stake of 250 shares — an estimated $13K sold.

Kings Point Capital Management first reported a position in DOCS in Q3 2021 and held it in 2 quarters. The position peaked at $20K in Q3 2021. 217 funds tracked by Wall St. Rank hold DOCS as of Q1 2022.

  • Kings Point Capital Management reported no remaining Doximity position as of Q1 2022 after selling out during the quarter.
  • Kings Point Capital Management sold 250 Doximity shares in Q1 2022, an estimated $13K.
  • Kings Point Capital Management first reported a position in Doximity in Q3 2021 and held it in 2 quarters.
  • Kings Point Capital Management's Doximity position peaked at $20K in Q3 2021.
  • 217 funds tracked by Wall St. Rank held Doximity as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.