TritonPoint Wealth’s Doximity DOCS Stock Holding History

TritonPoint Wealth’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 Q2	–	Sell	-1,724	Closed	-$544K	–	326
2024 Q1	$544K	Sell	1,724 -19,562	-92%	-$558K	0.06%	196
2023 Q4	$597K	Buy	+21,286	New	+$503K	0.06%	198

Other funds holding DOCS

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

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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

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

TritonPoint Wealth's DOCS Position: Q2 2024 in Review

TritonPoint Wealth sold out of Doximity (DOCS) in Q2 2024, closing a stake of 1,724 shares — an estimated $544K sold.

TritonPoint Wealth first reported a position in DOCS in Q4 2023 and held it in 2 quarters. The position peaked at $597K in Q4 2023. 328 funds tracked by Wall St. Rank hold DOCS as of Q2 2024.

TritonPoint Wealth reported no remaining Doximity position as of Q2 2024 after selling out during the quarter.
TritonPoint Wealth sold 1,724 Doximity shares in Q2 2024, an estimated $544K.
TritonPoint Wealth first reported a position in Doximity in Q4 2023 and held it in 2 quarters.
TritonPoint Wealth's Doximity position peaked at $597K in Q4 2023.
328 funds tracked by Wall St. Rank held Doximity as of Q2 2024.

Based on TritonPoint Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.