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Pacific Capital Wealth Advisors’s Doximity DOCS Stock Holding History

Pacific Capital 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
Q3 		– Sell
-16
Closed -$448 – 526
2024
Q2 		$448 Buy
+16
New +$422 ﹤0.01% 474

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 $10.3B AUM 29.04% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 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 $1.89T AUM 35.08% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 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 $153B AUM 38.14% 1-Year Est. Return

Pacific Capital Wealth Advisors's DOCS Position: Q3 2024 in Review

Pacific Capital Wealth Advisors sold out of Doximity (DOCS) in Q3 2024, closing a stake of 16 shares — an estimated $448 sold.

Pacific Capital Wealth Advisors first reported a position in DOCS in Q2 2024 and held it in 1 quarter. The position peaked at $448 in Q2 2024. 354 funds tracked by Wall St. Rank hold DOCS as of Q3 2024.

  • Pacific Capital Wealth Advisors reported no remaining Doximity position as of Q3 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 16 Doximity shares in Q3 2024, an estimated $448.
  • Pacific Capital Wealth Advisors first reported a position in Doximity in Q2 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's Doximity position peaked at $448 in Q2 2024.
  • 354 funds tracked by Wall St. Rank held Doximity as of Q3 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.