NFC
DOCS icon

Northeast Financial Consultants’s Doximity DOCS Stock Holding History

Northeast Financial Consultants’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
Q2 		– Sell
-7,841
Closed -$254K – 302
2023
Q1 		$254K Buy
7,841
+1,150
+17% +$38.2K 0.02% 264
2022
Q4 		$225K Hold
6,691
– – 0.02% 285
2022
Q3 		$202K Buy
+6,691
New +$245K 0.01% 311

Other funds holding DOCS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $7.48B AUM 104.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Northeast Financial Consultants's DOCS Position: Q2 2023 in Review

Northeast Financial Consultants sold out of Doximity (DOCS) in Q2 2023, closing a stake of 7,841 shares — an estimated $254K sold.

Northeast Financial Consultants first reported a position in DOCS in Q3 2022 and held it in 3 quarters. The position peaked at $254K in Q1 2023. 326 funds tracked by Wall St. Rank hold DOCS as of Q2 2023.

  • Northeast Financial Consultants reported no remaining Doximity position as of Q2 2023 after selling out during the quarter.
  • Northeast Financial Consultants sold 7,841 Doximity shares in Q2 2023, an estimated $254K.
  • Northeast Financial Consultants first reported a position in Doximity in Q3 2022 and held it in 3 quarters.
  • Northeast Financial Consultants's Doximity position peaked at $254K in Q1 2023.
  • 326 funds tracked by Wall St. Rank held Doximity as of Q2 2023.

Based on Northeast Financial Consultants's 13F filing for Q2 2023, filed 8 Aug 2023.