PFS Investments
DOCS icon

PFS Investments’s Doximity DOCS Stock Holding History

PFS Investments’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
2023
Q2 		$2.31M Sell
67,770
-559
-0.8% -$18.6K 0.04% 311
2023
Q1 		$2.18M Buy
68,329
+15,379
+29% +$510K 0.04% 295
2022
Q4 		$1.78M Sell
52,950
-870
-2% -$26.6K 0.03% 305
2022
Q3 		$1.63M Buy
53,820
+13,589
+34% +$498K 0.03% 295
2022
Q2 		$1.4M Buy
40,231
+10,200
+34% +$402K 0.03% 306
2022
Q1 		$1.56M Buy
+30,031
New +$1.51M 0.03% 311

Other funds holding DOCS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Eventide Asset Management
Eventide Asset Management Boston, Massachusetts $7.48B AUM 104.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

PFS Investments's DOCS Position: Q2 2023 in Review

PFS Investments reduced its Doximity (DOCS) stake by 0.82% in Q2 2023, selling an estimated $18.6K and leaving 67,770 shares worth $2.31M. The position accounts for 0.04% of the portfolio, ranked #311.

PFS Investments first reported a position in DOCS in Q1 2022 and has held it in 6 quarters since. 326 funds tracked by Wall St. Rank hold DOCS as of Q2 2023.

  • PFS Investments held 67,770 shares of Doximity worth $2.31M as of Q2 2023.
  • PFS Investments sold 559 Doximity shares in Q2 2023, an estimated $18.6K.
  • Doximity made up 0.04% of PFS Investments's portfolio in Q2 2023, its #311 holding.
  • PFS Investments first reported a position in Doximity in Q1 2022 and has held it in 6 quarters since.
  • 326 funds tracked by Wall St. Rank held Doximity as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.