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Provence Wealth Management Group’s Doximity DOCS Stock Holding History

Provence Wealth Management 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
Q4 		$7.01K Hold
250
– – ﹤0.01% 331
2023
Q3 		$5.3K Buy
+250
New +$6.82K ﹤0.01% 353

Other funds holding DOCS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

Provence Wealth Management Group's DOCS Position: Q4 2023 in Review

Provence Wealth Management Group held its Doximity (DOCS) position steady in Q4 2023 at 250 shares worth $7.01K. The position accounts for ﹤0.01% of the portfolio, ranked #331.

Provence Wealth Management Group first reported a position in DOCS in Q3 2023 and has held it in 2 quarters since. 320 funds tracked by Wall St. Rank hold DOCS as of Q4 2023.

  • Provence Wealth Management Group held 250 shares of Doximity worth $7.01K as of Q4 2023.
  • Provence Wealth Management Group left its Doximity share count unchanged in Q4 2023.
  • Doximity made up ﹤0.01% of Provence Wealth Management Group's portfolio in Q4 2023, its #331 holding.
  • Provence Wealth Management Group first reported a position in Doximity in Q3 2023 and has held it in 2 quarters since.
  • 320 funds tracked by Wall St. Rank held Doximity as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.