Tradewinds LLC’s Doximity DOCS Stock Holding History

Tradewinds LLC’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	-2,176	Closed	-$295K	–	140
2022 Q4	$295K	Buy	+2,176	New	+$66.5K	0.19%	90

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

Tradewinds LLC's DOCS Position: Q1 2023 in Review

Tradewinds LLC sold out of Doximity (DOCS) in Q1 2023, closing a stake of 2,176 shares — an estimated $295K sold.

Tradewinds LLC first reported a position in DOCS in Q4 2022 and held it in 1 quarter. The position peaked at $295K in Q4 2022. 298 funds tracked by Wall St. Rank hold DOCS as of Q1 2023.

Tradewinds LLC reported no remaining Doximity position as of Q1 2023 after selling out during the quarter.
Tradewinds LLC sold 2,176 Doximity shares in Q1 2023, an estimated $295K.
Tradewinds LLC first reported a position in Doximity in Q4 2022 and held it in 1 quarter.
Tradewinds LLC's Doximity position peaked at $295K in Q4 2022.
298 funds tracked by Wall St. Rank held Doximity as of Q1 2023.

Based on Tradewinds LLC's 13F filing for Q1 2023, filed 6 Apr 2023.