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RegentAtlantic Capital’s Doximity DOCS Stock Holding History

RegentAtlantic Capital’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 		$1.22M Sell
40,288
-90
-0.2% -$3.3K 0.04% 269
2022
Q2 		$1.41M Buy
40,378
+49
+0.1% +$1.93K 0.05% 252
2022
Q1 		$2.1M Buy
+40,329
New +$2.03M 0.06% 215

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

RegentAtlantic Capital's DOCS Position: Q3 2022 in Review

RegentAtlantic Capital reduced its Doximity (DOCS) stake by 0.22% in Q3 2022, selling an estimated $3.3K and leaving 40,288 shares worth $1.22M. The position accounts for 0.04% of the portfolio, ranked #269.

RegentAtlantic Capital first reported a position in DOCS in Q1 2022 and has held it in 3 quarters since. The position peaked at $2.1M in Q1 2022. 271 funds tracked by Wall St. Rank hold DOCS as of Q3 2022.

  • RegentAtlantic Capital held 40,288 shares of Doximity worth $1.22M as of Q3 2022.
  • RegentAtlantic Capital sold 90 Doximity shares in Q3 2022, an estimated $3.3K.
  • Doximity made up 0.04% of RegentAtlantic Capital's portfolio in Q3 2022, its #269 holding.
  • RegentAtlantic Capital first reported a position in Doximity in Q1 2022 and has held it in 3 quarters since.
  • RegentAtlantic Capital's Doximity position peaked at $2.1M in Q1 2022.
  • 271 funds tracked by Wall St. Rank held Doximity as of Q3 2022.

Based on RegentAtlantic Capital's 13F filing for Q3 2022, filed 14 Nov 2022.