TD Asset Management

TD Asset Management’s Doximity DOCS Stock Holding History

TD 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
2025 Q2	–	Sell	-30,110	Closed	-$1.75M	–	1211
2025 Q1	$1.75M	Sell	30,110 -11,690	-28%	-$738K	﹤0.01%	997
2024 Q4	$2.23M	Sell	41,800 -8,600	-17%	-$421K	﹤0.01%	979
2024 Q3	$2.16M	Buy	+50,400	New	+$1.68M	﹤0.01%	1007
2023 Q3	–	Sell	-431,208	Closed	-$14.7M	–	1421
2023 Q2	$14.7M	Sell	431,208 -11,903	-3%	-$396K	0.02%	506
2023 Q1	$14.3M	Sell	443,111 -10,970	-2%	-$364K	0.02%	513
2022 Q4	$15.2M	Sell	454,081 -34,509	-7%	-$1.05M	0.02%	496
2022 Q3	$15.6M	Buy	488,590 +23,288	+5%	+$853K	0.02%	474
2022 Q2	$16.2M	Buy	465,302 +9,100	+2%	+$358K	0.02%	481
2022 Q1	$23.8M	Buy	456,202 +28,702	+7%	+$1.44M	0.02%	440
2021 Q4	$21.4M	Buy	427,500 +249,062	+140%	+$16.2M	0.02%	495
2021 Q3	$14.4M	Buy	178,438 +4,200	+2%	+$307K	0.01%	562
2021 Q2	$10.8M	Buy	+174,238	New	+$9.78M	0.01%	631

Other funds holding DOCS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return