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Paloma Partners’s Doximity DOCS Stock Holding History

Paloma Partners’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
-7,747
Closed -$217K – 1292
2024
Q2 		$217K Buy
+7,747
New +$204K 0.01% 982
2021
Q4 		– Sell
-4,662
Closed -$376K – 1935
2021
Q3 		$376K Buy
+4,662
New +$341K 0.01% 658

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

Paloma Partners's DOCS Position: Q3 2024 in Review

Paloma Partners sold out of Doximity (DOCS) in Q3 2024, closing a stake of 7,747 shares — an estimated $217K sold.

Paloma Partners first reported a position in DOCS in Q3 2021 and held it in 2 quarters. The position peaked at $376K in Q3 2021. 354 funds tracked by Wall St. Rank hold DOCS as of Q3 2024.

  • Paloma Partners reported no remaining Doximity position as of Q3 2024 after selling out during the quarter.
  • Paloma Partners sold 7,747 Doximity shares in Q3 2024, an estimated $217K.
  • Paloma Partners first reported a position in Doximity in Q3 2021 and held it in 2 quarters.
  • Paloma Partners's Doximity position peaked at $376K in Q3 2021.
  • 354 funds tracked by Wall St. Rank held Doximity as of Q3 2024.

Based on Paloma Partners's 13F filing for Q3 2024, filed 14 Nov 2024.