Operose Advisors’s Doximity DOCS Stock Holding History

Operose 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
2023 Q1	–	Sell	-500	Closed	-$16.8K	–	357
2022 Q4	$16.8K	Buy	+500	New	+$15.3K	0.01%	239

Other funds holding DOCS

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

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

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

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

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

EAM

Eventide Asset Management Boston, Massachusetts $7.48B AUM 104.76% 1-Year Est. Return

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

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

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Operose Advisors's DOCS Position: Q1 2023 in Review

Operose Advisors sold out of Doximity (DOCS) in Q1 2023, closing a stake of 500 shares — an estimated $16.8K sold.

Operose Advisors first reported a position in DOCS in Q4 2022 and held it in 1 quarter. The position peaked at $16.8K in Q4 2022. 298 funds tracked by Wall St. Rank hold DOCS as of Q1 2023.

Operose Advisors reported no remaining Doximity position as of Q1 2023 after selling out during the quarter.
Operose Advisors sold 500 Doximity shares in Q1 2023, an estimated $16.8K.
Operose Advisors first reported a position in Doximity in Q4 2022 and held it in 1 quarter.
Operose Advisors's Doximity position peaked at $16.8K in Q4 2022.
298 funds tracked by Wall St. Rank held Doximity as of Q1 2023.

Based on Operose Advisors's 13F filing for Q1 2023, filed 9 May 2023.