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Pursue Wealth Partners’s Doximity DOCS Stock Holding History

Pursue Wealth Partners’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
Q3 		– Sell
-41,235
Closed -$1.44M – 112
2022
Q2 		$1.44M Sell
41,235
-32,194
-44% -$1.27M 0.91% 35
2022
Q1 		$3.74M Buy
73,429
+52,896
+258% +$2.66M 1.55% 17
2021
Q4 		$1.03M Buy
+20,533
New +$1.34M 0.4% 57

Other funds holding DOCS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return

Pursue Wealth Partners's DOCS Position: Q3 2022 in Review

Pursue Wealth Partners sold out of Doximity (DOCS) in Q3 2022, closing a stake of 41,235 shares — an estimated $1.44M sold.

Pursue Wealth Partners first reported a position in DOCS in Q4 2021 and held it in 3 quarters. The position peaked at $3.74M in Q1 2022. 271 funds tracked by Wall St. Rank hold DOCS as of Q3 2022.

  • Pursue Wealth Partners reported no remaining Doximity position as of Q3 2022 after selling out during the quarter.
  • Pursue Wealth Partners sold 41,235 Doximity shares in Q3 2022, an estimated $1.44M.
  • Pursue Wealth Partners first reported a position in Doximity in Q4 2021 and held it in 3 quarters.
  • Pursue Wealth Partners's Doximity position peaked at $3.74M in Q1 2022.
  • 271 funds tracked by Wall St. Rank held Doximity as of Q3 2022.

Based on Pursue Wealth Partners's 13F filing for Q3 2022, filed 14 Nov 2022.