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Steph & Co’s Doximity DOCS Stock Holding History

Steph & Co’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
2024
Q1 		– Sell
-912
Closed -$25.6K – 285
2023
Q4 		$25.6K Sell
912
-5,481
-86% -$129K 0.01% 187
2023
Q3 		$136K Buy
6,393
+274
+4% +$7.48K 0.08% 133
2023
Q2 		$208K Buy
6,119
+332
+6% +$11.1K 0.11% 103
2023
Q1 		$187K Buy
5,787
+2,121
+58% +$70.4K 0.12% 101
2022
Q4 		$123K Buy
+3,666
New +$112K 0.08% 130

Other funds holding DOCS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Steph & Co's DOCS Position: Q1 2024 in Review

Steph & Co sold out of Doximity (DOCS) in Q1 2024, closing a stake of 912 shares — an estimated $25.6K sold.

Steph & Co first reported a position in DOCS in Q4 2022 and held it in 5 quarters. The position peaked at $208K in Q2 2023. 336 funds tracked by Wall St. Rank hold DOCS as of Q1 2024.

  • Steph & Co reported no remaining Doximity position as of Q1 2024 after selling out during the quarter.
  • Steph & Co sold 912 Doximity shares in Q1 2024, an estimated $25.6K.
  • Steph & Co first reported a position in Doximity in Q4 2022 and held it in 5 quarters.
  • Steph & Co's Doximity position peaked at $208K in Q2 2023.
  • 336 funds tracked by Wall St. Rank held Doximity as of Q1 2024.

Based on Steph & Co's 13F filing for Q1 2024, filed 12 Apr 2024.