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Petrus Trust Company’s Doximity DOCS Stock Holding History

Petrus Trust Company’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
2025
Q1 		– Sell
-7,253
Closed -$387K – 641
2024
Q4 		$387K Buy
+7,253
New +$355K 0.04% 338
2024
Q3 		– Sell
-15,019
Closed -$420K – 600
2024
Q2 		$420K Buy
15,019
+1,053
+8% +$27.8K 0.04% 297
2024
Q1 		$376K Buy
+13,966
New +$398K 0.03% 334
2023
Q4 		– Sell
-12,007
Closed -$255K – 631
2023
Q3 		$255K Buy
12,007
+2,424
+25% +$66.2K 0.03% 456
2023
Q2 		$326K Buy
+9,583
New +$319K 0.04% 325

Other funds holding DOCS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Petrus Trust Company's DOCS Position: Q1 2025 in Review

Petrus Trust Company sold out of Doximity (DOCS) in Q1 2025, closing a stake of 7,253 shares — an estimated $387K sold.

Petrus Trust Company first reported a position in DOCS in Q2 2023 and held it in 5 quarters. The position peaked at $420K in Q2 2024. 492 funds tracked by Wall St. Rank hold DOCS as of Q1 2025.

  • Petrus Trust Company reported no remaining Doximity position as of Q1 2025 after selling out during the quarter.
  • Petrus Trust Company sold 7,253 Doximity shares in Q1 2025, an estimated $387K.
  • Petrus Trust Company first reported a position in Doximity in Q2 2023 and held it in 5 quarters.
  • Petrus Trust Company's Doximity position peaked at $420K in Q2 2024.
  • 492 funds tracked by Wall St. Rank held Doximity as of Q1 2025.

Based on Petrus Trust Company's 13F filing for Q1 2025, filed 15 May 2025.