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Naples Money Management’s Doximity DOCS Stock Holding History

Naples Money 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
2024
Q3 		– Sell
-41
Closed -$1.13K – 393
2024
Q2 		$1.13K Buy
41
+18
+78% +$475 ﹤0.01% 346
2024
Q1 		$619 Buy
23
+1
+5% +$29 ﹤0.01% 374
2023
Q4 		$617 Buy
+22
New +$520 ﹤0.01% 389

Other funds holding DOCS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Naples Money Management's DOCS Position: Q3 2024 in Review

Naples Money Management sold out of Doximity (DOCS) in Q3 2024, closing a stake of 41 shares — an estimated $1.13K sold.

Naples Money Management first reported a position in DOCS in Q4 2023 and held it in 3 quarters. The position peaked at $1.13K in Q2 2024. 354 funds tracked by Wall St. Rank hold DOCS as of Q3 2024.

  • Naples Money Management reported no remaining Doximity position as of Q3 2024 after selling out during the quarter.
  • Naples Money Management sold 41 Doximity shares in Q3 2024, an estimated $1.13K.
  • Naples Money Management first reported a position in Doximity in Q4 2023 and held it in 3 quarters.
  • Naples Money Management's Doximity position peaked at $1.13K in Q2 2024.
  • 354 funds tracked by Wall St. Rank held Doximity as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.