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Tyler-Stone Wealth Management’s Doximity DOCS Stock Holding History

Tyler-Stone Wealth 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
2024
Q3 		– Sell
-250
Closed -$6.99K – 458
2024
Q2 		$6.99K Hold
250
– – ﹤0.01% 704
2024
Q1 		$6.73K Hold
250
– – ﹤0.01% 711
2023
Q4 		$7.01K Hold
250
– – ﹤0.01% 687
2023
Q3 		$5K Hold
250
– – ﹤0.01% 704
2023
Q2 		$9K Buy
+250
New +$8.32K 0.01% 631
2022
Q4 		$8K Hold
250
– – 0.01% 591
2022
Q3 		$8K Hold
250
– – 0.01% 572
2022
Q2 		$9K Buy
+250
New +$9.84K 0.01% 574
2022
Q1 		– Sell
-250
Closed -$13K – 861
2021
Q4 		$13K Buy
+250
New +$16.3K 0.01% 560

Other funds holding DOCS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return