Mutual Advisors’s Doximity DOCS Stock Holding History

Mutual 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 Q3	–	Sell	-11,031	Closed	-$312K	–	1109
2024 Q2	$312K	Buy	11,031 +3,445	+45%	+$90.9K	0.01%	864
2024 Q1	$204K	Buy	+7,586	New	+$216K	0.01%	1039

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

DCP

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

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

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

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

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Mutual Advisors's DOCS Position: Q3 2024 in Review

Mutual Advisors sold out of Doximity (DOCS) in Q3 2024, closing a stake of 11,031 shares — an estimated $312K sold.

Mutual Advisors first reported a position in DOCS in Q1 2024 and held it in 2 quarters. The position peaked at $312K in Q2 2024. 354 funds tracked by Wall St. Rank hold DOCS as of Q3 2024.

Mutual Advisors reported no remaining Doximity position as of Q3 2024 after selling out during the quarter.
Mutual Advisors sold 11,031 Doximity shares in Q3 2024, an estimated $312K.
Mutual Advisors first reported a position in Doximity in Q1 2024 and held it in 2 quarters.
Mutual Advisors's Doximity position peaked at $312K in Q2 2024.
354 funds tracked by Wall St. Rank held Doximity as of Q3 2024.

Based on Mutual Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.