Mills Wealth Advisors’s Doximity DOCS Stock Holding History

Mills 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
2024 Q2	–	Sell	-9,998	Closed	-$269K	–	56
2024 Q1	$269K	Buy	+9,998	New	+$285K	0.2%	43

Other funds holding DOCS

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

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

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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

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

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

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

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

Mills Wealth Advisors's DOCS Position: Q2 2024 in Review

Mills Wealth Advisors sold out of Doximity (DOCS) in Q2 2024, closing a stake of 9,998 shares — an estimated $269K sold.

Mills Wealth Advisors first reported a position in DOCS in Q1 2024 and held it in 1 quarter. The position peaked at $269K in Q1 2024. 328 funds tracked by Wall St. Rank hold DOCS as of Q2 2024.

Mills Wealth Advisors reported no remaining Doximity position as of Q2 2024 after selling out during the quarter.
Mills Wealth Advisors sold 9,998 Doximity shares in Q2 2024, an estimated $269K.
Mills Wealth Advisors first reported a position in Doximity in Q1 2024 and held it in 1 quarter.
Mills Wealth Advisors's Doximity position peaked at $269K in Q1 2024.
328 funds tracked by Wall St. Rank held Doximity as of Q2 2024.

Based on Mills Wealth Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.