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SYSTM Wealth Solutions’s Doximity DOCS Stock Holding History

SYSTM Wealth Solutions’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
Q3 		– Sell
-205
Closed -$5.73K – 245
2024
Q2 		$5.73K Sell
205
-23
-10% -$607 ﹤0.01% 552
2024
Q1 		$6.14K Buy
228
+23
+11% +$656 ﹤0.01% 821
2023
Q4 		$5.75K Buy
+205
New +$4.84K ﹤0.01% 876

Other funds holding DOCS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

SYSTM Wealth Solutions's DOCS Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Doximity (DOCS) in Q3 2024, closing a stake of 205 shares — an estimated $5.73K sold.

SYSTM Wealth Solutions first reported a position in DOCS in Q4 2023 and held it in 3 quarters. The position peaked at $6.14K in Q1 2024. 354 funds tracked by Wall St. Rank hold DOCS as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Doximity position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 205 Doximity shares in Q3 2024, an estimated $5.73K.
  • SYSTM Wealth Solutions first reported a position in Doximity in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Doximity position peaked at $6.14K in Q1 2024.
  • 354 funds tracked by Wall St. Rank held Doximity as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.