Silver Oak Securities’s Doximity DOCS Stock Holding History

Silver Oak Securities’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	–	Sell	-5,880	Closed	-$314K	–	667
2024 Q4	$314K	Buy	+5,880	New	+$288K	0.03%	487

Other funds holding DOCS

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

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

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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Silver Oak Securities's DOCS Position: Q1 2025 in Review

Silver Oak Securities sold out of Doximity (DOCS) in Q1 2025, closing a stake of 5,880 shares — an estimated $314K sold.

Silver Oak Securities first reported a position in DOCS in Q4 2024 and held it in 1 quarter. The position peaked at $314K in Q4 2024. 492 funds tracked by Wall St. Rank hold DOCS as of Q1 2025.

Silver Oak Securities reported no remaining Doximity position as of Q1 2025 after selling out during the quarter.
Silver Oak Securities sold 5,880 Doximity shares in Q1 2025, an estimated $314K.
Silver Oak Securities first reported a position in Doximity in Q4 2024 and held it in 1 quarter.
Silver Oak Securities's Doximity position peaked at $314K in Q4 2024.
492 funds tracked by Wall St. Rank held Doximity as of Q1 2025.

Based on Silver Oak Securities's 13F filing for Q1 2025, filed 21 Apr 2025.