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Turtle Creek Wealth Advisors’s Doximity DOCS Stock Holding History

Turtle Creek 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
2024
Q1 		– Sell
-155
Closed -$4.35K – 364
2023
Q4 		$4.35K Buy
+155
New +$3.66K ﹤0.01% 673

Other funds holding DOCS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Turtle Creek Wealth Advisors's DOCS Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of Doximity (DOCS) in Q1 2024, closing a stake of 155 shares — an estimated $4.35K sold.

Turtle Creek Wealth Advisors first reported a position in DOCS in Q4 2023 and held it in 1 quarter. The position peaked at $4.35K in Q4 2023. 336 funds tracked by Wall St. Rank hold DOCS as of Q1 2024.

  • Turtle Creek Wealth Advisors reported no remaining Doximity position as of Q1 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 155 Doximity shares in Q1 2024, an estimated $4.35K.
  • Turtle Creek Wealth Advisors first reported a position in Doximity in Q4 2023 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's Doximity position peaked at $4.35K in Q4 2023.
  • 336 funds tracked by Wall St. Rank held Doximity as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.