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Redwood Wealth Management Group’s Doximity DOCS Stock Holding History

Redwood 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
2024
Q3 		– Sell
-50
Closed -$1.4K – 406
2024
Q2 		$1.4K Buy
+50
New +$1.32K ﹤0.01% 953

Other funds holding DOCS

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
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Redwood Wealth Management Group's DOCS Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Doximity (DOCS) in Q3 2024, closing a stake of 50 shares — an estimated $1.4K sold.

Redwood Wealth Management Group first reported a position in DOCS in Q2 2024 and held it in 1 quarter. The position peaked at $1.4K in Q2 2024. 354 funds tracked by Wall St. Rank hold DOCS as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Doximity position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 50 Doximity shares in Q3 2024, an estimated $1.4K.
  • Redwood Wealth Management Group first reported a position in Doximity in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Doximity position peaked at $1.4K in Q2 2024.
  • 354 funds tracked by Wall St. Rank held Doximity as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.