Raymond James & Associates’s Doximity DOCS Stock Holding History

Raymond James & Associates’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
2024 Q3	$5.61M	Sell	128,666 -9,275	-7%	-$309K	﹤0.01%	1584
2024 Q2	$3.86M	Sell	137,941 -20,003	-13%	-$528K	﹤0.01%	1776
2024 Q1	$4.25M	Sell	157,944 -38,390	-20%	-$1.09M	﹤0.01%	1702
2023 Q4	$5.51M	Sell	196,334 -25,594	-12%	-$605K	﹤0.01%	1473
2023 Q3	$4.71M	Buy	221,928 +6,963	+3%	+$190K	﹤0.01%	1492
2023 Q2	$7.31M	Buy	214,965 +995	+0.5%	+$33.1K	0.01%	1245
2023 Q1	$6.93M	Buy	213,970 +38,060	+22%	+$1.26M	0.01%	1250
2022 Q4	$5.9M	Sell	175,910 -14,651	-8%	-$447K	0.01%	1302
2022 Q3	$5.76M	Buy	190,561 +23,721	+14%	+$869K	0.01%	1276
2022 Q2	$5.81M	Buy	166,840 +57,677	+53%	+$2.27M	0.01%	1303
2022 Q1	$5.69M	Buy	109,163 +105,058	+2,559%	+$5.29M	﹤0.01%	1419
2021 Q4	$206K	Buy	4,105 +416	+11%	+$27.1K	﹤0.01%	3682
2021 Q3	$298K	Buy	+3,689	New	+$270K	﹤0.01%	3419

Other funds holding DOCS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

William Blair Investment Management

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return