Pathstone Family Office’s Doma Holdings, Inc. DOMA Stock Holding History

Pathstone Family Office’s Portfolio DOMA Stock Details DOMA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,000	Closed	-$10.2K	–	1336
2023 Q1	$10.2K	Sell	1,000 -3,343	-77%	-$44.9K	﹤0.01%	1187
2022 Q4	$26.9K	Hold	4,343	–	–	﹤0.01%	1471
2022 Q3	$47.9K	Buy	+4,343	New	+$78K	﹤0.01%	1443

Other funds holding DOMA

StepStone Group La Jolla, California $207M AUM 12.33% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

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

OFCM

One Fin Capital Management San Francisco, California $280M AUM 49.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCA

Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pathstone Family Office's DOMA Position: Q2 2023 in Review

Pathstone Family Office sold out of Doma Holdings, Inc. (DOMA) in Q2 2023, closing a stake of 1,000 shares — an estimated $10.2K sold.

Pathstone Family Office first reported a position in DOMA in Q3 2022 and held it in 3 quarters. The position peaked at $47.9K in Q3 2022. 43 funds tracked by Wall St. Rank hold DOMA as of Q2 2023.

Pathstone Family Office reported no remaining Doma Holdings, Inc. position as of Q2 2023 after selling out during the quarter.
Pathstone Family Office sold 1,000 Doma Holdings, Inc. shares in Q2 2023, an estimated $10.2K.
Pathstone Family Office first reported a position in Doma Holdings, Inc. in Q3 2022 and held it in 3 quarters.
Pathstone Family Office's Doma Holdings, Inc. position peaked at $47.9K in Q3 2022.
43 funds tracked by Wall St. Rank held Doma Holdings, Inc. as of Q2 2023.

Based on Pathstone Family Office's 13F filing for Q2 2023, filed 14 Aug 2023.