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	–	859
2021 Q4	$13K	Buy	+250	New	+$16.3K	0.01%	560

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

DCP

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

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

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

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

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Tyler-Stone Wealth Management's DOCS Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Doximity (DOCS) in Q3 2024, closing a stake of 250 shares — an estimated $6.99K sold.

Tyler-Stone Wealth Management first reported a position in DOCS in Q4 2021 and held it in 9 quarters. The position peaked at $13K in Q4 2021. 354 funds tracked by Wall St. Rank hold DOCS as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining Doximity position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 250 Doximity shares in Q3 2024, an estimated $6.99K.
Tyler-Stone Wealth Management first reported a position in Doximity in Q4 2021 and held it in 9 quarters.
Tyler-Stone Wealth Management's Doximity position peaked at $13K in Q4 2021.
354 funds tracked by Wall St. Rank held Doximity as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.