Silvercrest Asset Management’s Doximity DOCS Stock Holding History

Silvercrest Asset 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
2023 Q4	–	Sell	-10,488	Closed	-$223K	–	845
2023 Q3	$223K	Buy	10,488 +345	+3%	+$9.42K	﹤0.01%	783
2023 Q2	$345K	Buy	+10,143	New	+$338K	﹤0.01%	726

Other funds holding DOCS

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

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

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

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

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

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

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

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

Silvercrest Asset Management's DOCS Position: Q4 2023 in Review

Silvercrest Asset Management sold out of Doximity (DOCS) in Q4 2023, closing a stake of 10,488 shares — an estimated $223K sold.

Silvercrest Asset Management first reported a position in DOCS in Q2 2023 and held it in 2 quarters. The position peaked at $345K in Q2 2023. 320 funds tracked by Wall St. Rank hold DOCS as of Q4 2023.

Silvercrest Asset Management reported no remaining Doximity position as of Q4 2023 after selling out during the quarter.
Silvercrest Asset Management sold 10,488 Doximity shares in Q4 2023, an estimated $223K.
Silvercrest Asset Management first reported a position in Doximity in Q2 2023 and held it in 2 quarters.
Silvercrest Asset Management's Doximity position peaked at $345K in Q2 2023.
320 funds tracked by Wall St. Rank held Doximity as of Q4 2023.

Based on Silvercrest Asset Management's 13F filing for Q4 2023, filed 14 Feb 2024.