Selective Wealth Management’s Doximity DOCS Stock Holding History

Selective Wealth Management’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 Q4	–	Sell	-98	Closed	-$3K	–	257
2022 Q3	$3K	Hold	98	–	–	﹤0.01%	632
2022 Q2	$3K	Sell	98 -27	-22%	-$1.06K	﹤0.01%	668
2022 Q1	$7K	Buy	+125	New	+$6.29K	﹤0.01%	568

Other funds holding DOCS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

EAM

Eventide Asset Management Boston, Massachusetts $7.48B AUM 104.76% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Selective Wealth Management's DOCS Position: Q4 2022 in Review

Selective Wealth Management sold out of Doximity (DOCS) in Q4 2022, closing a stake of 98 shares — an estimated $3K sold.

Selective Wealth Management first reported a position in DOCS in Q1 2022 and held it in 3 quarters. The position peaked at $7K in Q1 2022. 303 funds tracked by Wall St. Rank hold DOCS as of Q4 2022.

Selective Wealth Management reported no remaining Doximity position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 98 Doximity shares in Q4 2022, an estimated $3K.
Selective Wealth Management first reported a position in Doximity in Q1 2022 and held it in 3 quarters.
Selective Wealth Management's Doximity position peaked at $7K in Q1 2022.
303 funds tracked by Wall St. Rank held Doximity as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.