TCI Wealth Advisors’s Doximity DOCS Stock Holding History

TCI Wealth Advisors’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 Q2	–	Sell	-81	Closed	-$2.62K	–	756
2023 Q1	$2.62K	Hold	81	–	–	﹤0.01%	1902
2022 Q4	$2.72K	Buy	81 +41	+103%	+$1.25K	﹤0.01%	1898
2022 Q3	$1K	Sell	40 -165	-80%	-$6.05K	﹤0.01%	2071
2022 Q2	$7K	Hold	205	–	–	﹤0.01%	1231
2022 Q1	$11K	Buy	205 +40	+24%	+$2.01K	﹤0.01%	1031
2021 Q4	$8K	Hold	165	–	–	﹤0.01%	1313
2021 Q3	$13K	Hold	165	–	–	﹤0.01%	910
2021 Q2	$10K	Buy	+165	New	+$9.26K	﹤0.01%	950

Other funds holding DOCS

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

BlackRock New York $6.73T AUM 46.02% 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

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

EAM

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

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

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

TCI Wealth Advisors's DOCS Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Doximity (DOCS) in Q2 2023, closing a stake of 81 shares — an estimated $2.62K sold.

TCI Wealth Advisors first reported a position in DOCS in Q2 2021 and held it in 8 quarters. The position peaked at $13K in Q3 2021. 326 funds tracked by Wall St. Rank hold DOCS as of Q2 2023.

TCI Wealth Advisors reported no remaining Doximity position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 81 Doximity shares in Q2 2023, an estimated $2.62K.
TCI Wealth Advisors first reported a position in Doximity in Q2 2021 and held it in 8 quarters.
TCI Wealth Advisors's Doximity position peaked at $13K in Q3 2021.
326 funds tracked by Wall St. Rank held Doximity as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.