U.S. Capital Wealth Advisors’s Doximity DOCS Stock Holding History

U.S. Capital 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
2023 Q1	–	Sell	-400	Closed	-$13.4K	–	863
2022 Q4	$13.4K	Buy	+400	New	+$12.2K	﹤0.01%	1206
2021 Q4	–	Sell	-4,800	Closed	-$387K	–	727
2021 Q3	$387K	Buy	+4,800	New	+$351K	0.02%	558

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

U.S. Capital Wealth Advisors's DOCS Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Doximity (DOCS) in Q1 2023, closing a stake of 400 shares — an estimated $13.4K sold.

U.S. Capital Wealth Advisors first reported a position in DOCS in Q3 2021 and held it in 2 quarters. The position peaked at $387K in Q3 2021. 298 funds tracked by Wall St. Rank hold DOCS as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining Doximity position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 400 Doximity shares in Q1 2023, an estimated $13.4K.
U.S. Capital Wealth Advisors first reported a position in Doximity in Q3 2021 and held it in 2 quarters.
U.S. Capital Wealth Advisors's Doximity position peaked at $387K in Q3 2021.
298 funds tracked by Wall St. Rank held Doximity as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.