Private Advisor Group’s Doximity DOCS Stock Holding History

Private Advisor Group’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	–	Sell	-18,109	Closed	-$586K	–	2037
2023 Q1	$586K	Sell	18,109 -50	-0.3%	-$1.66K	0.01%	1254
2022 Q4	$609	Buy	18,159 +37	+0.2%	+$1.13K	﹤0.01%	1341
2022 Q3	$548K	Sell	18,122 -191	-1%	-$7K	0.01%	1187
2022 Q2	$638K	Buy	+18,313	New	+$721K	0.01%	1273
2022 Q1	–	Sell	-13,786	Closed	-$691K	–	2135
2021 Q4	$691K	Buy	+13,786	New	+$897K	0.01%	1293

Other funds holding DOCS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EAM

Eventide Asset Management Boston, Massachusetts $7.48B AUM 104.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Private Advisor Group's DOCS Position: Q2 2023 in Review

Private Advisor Group sold out of Doximity (DOCS) in Q2 2023, closing a stake of 18,109 shares — an estimated $586K sold.

Private Advisor Group first reported a position in DOCS in Q4 2021 and held it in 5 quarters. The position peaked at $691K in Q4 2021. 326 funds tracked by Wall St. Rank hold DOCS as of Q2 2023.

Private Advisor Group reported no remaining Doximity position as of Q2 2023 after selling out during the quarter.
Private Advisor Group sold 18,109 Doximity shares in Q2 2023, an estimated $586K.
Private Advisor Group first reported a position in Doximity in Q4 2021 and held it in 5 quarters.
Private Advisor Group's Doximity position peaked at $691K in Q4 2021.
326 funds tracked by Wall St. Rank held Doximity as of Q2 2023.

Based on Private Advisor Group's 13F filing for Q2 2023, filed 10 Aug 2023.