SBIA
DOCS icon

Sheaff Brock Investment Advisors’s Doximity DOCS Stock Holding History

Sheaff Brock Investment Advisors’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
2025
Q1 		$463K Sell
7,971
-1,657
-17% -$105K 0.04% 272
2024
Q4 		$514K Buy
+9,628
New +$471K 0.04% 249

Other funds holding DOCS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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 $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Sheaff Brock Investment Advisors's DOCS Position: Q1 2025 in Review

Sheaff Brock Investment Advisors reduced its Doximity (DOCS) stake by 17% in Q1 2025, selling an estimated $105K and leaving 7,971 shares worth $463K. The position accounts for 0.04% of the portfolio, ranked #272.

Sheaff Brock Investment Advisors first reported a position in DOCS in Q4 2024 and has held it in 2 quarters since. The position peaked at $514K in Q4 2024. 491 funds tracked by Wall St. Rank hold DOCS as of Q1 2025.

  • Sheaff Brock Investment Advisors held 7,971 shares of Doximity worth $463K as of Q1 2025.
  • Sheaff Brock Investment Advisors sold 1,657 Doximity shares in Q1 2025, an estimated $105K.
  • Doximity made up 0.04% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #272 holding.
  • Sheaff Brock Investment Advisors first reported a position in Doximity in Q4 2024 and has held it in 2 quarters since.
  • Sheaff Brock Investment Advisors's Doximity position peaked at $514K in Q4 2024.
  • 491 funds tracked by Wall St. Rank held Doximity as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.