Summit Securities Group’s Doximity DOCS Stock Holding History

Summit Securities Group’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 Q1	–	Sell	-7,354	Closed	-$247K	–	918
2022 Q4	$247K	Buy	+7,354	New	+$225K	0.01%	437

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

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

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

EAM

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

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

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

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

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

Summit Securities Group's DOCS Position: Q1 2023 in Review

Summit Securities Group sold out of Doximity (DOCS) in Q1 2023, closing a stake of 7,354 shares — an estimated $247K sold.

Summit Securities Group first reported a position in DOCS in Q4 2022 and held it in 1 quarter. The position peaked at $247K in Q4 2022. 298 funds tracked by Wall St. Rank hold DOCS as of Q1 2023.

Summit Securities Group reported no remaining Doximity position as of Q1 2023 after selling out during the quarter.
Summit Securities Group sold 7,354 Doximity shares in Q1 2023, an estimated $247K.
Summit Securities Group first reported a position in Doximity in Q4 2022 and held it in 1 quarter.
Summit Securities Group's Doximity position peaked at $247K in Q4 2022.
298 funds tracked by Wall St. Rank held Doximity as of Q1 2023.

Based on Summit Securities Group's 13F filing for Q1 2023, filed 12 May 2023.