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Patriot Financial Group Insurance Agency’s Doximity DOCS Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q2 		– Sell
-5
Closed – – 2044
2022
Q1 		$0 Buy
+5
New +$252 ﹤0.01% 2085

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Ameriprise
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BlackRock
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ClearBridge Investments
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Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Loomis, Sayles & Company
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Patriot Financial Group Insurance Agency's DOCS Position: Q2 2022 in Review

Patriot Financial Group Insurance Agency sold out of Doximity (DOCS) in Q2 2022, closing a stake of 5 shares.

Patriot Financial Group Insurance Agency first reported a position in DOCS in Q1 2022 and held it in 1 quarter. The position peaked at $0 in Q1 2022. 247 funds tracked by Wall St. Rank hold DOCS as of Q2 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Doximity position as of Q2 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 5 Doximity shares in Q2 2022.
  • Patriot Financial Group Insurance Agency first reported a position in Doximity in Q1 2022 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's Doximity position peaked at $0 in Q1 2022.
  • 247 funds tracked by Wall St. Rank held Doximity as of Q2 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2022, filed 29 Jul 2022.