Values First Advisors’s Doximity DOCS Stock Holding History

Values First 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 Q3	–	Sell	-25,500	Closed	-$868K	–	169
2023 Q2	$868K	Sell	25,500 -1,203	-5%	-$40.1K	0.52%	57
2023 Q1	$865K	Buy	+26,703	New	+$886K	0.55%	52

Other funds holding DOCS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

ACH

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

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

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

Values First Advisors's DOCS Position: Q3 2023 in Review

Values First Advisors sold out of Doximity (DOCS) in Q3 2023, closing a stake of 25,500 shares — an estimated $868K sold.

Values First Advisors first reported a position in DOCS in Q1 2023 and held it in 2 quarters. The position peaked at $868K in Q2 2023. 306 funds tracked by Wall St. Rank hold DOCS as of Q3 2023.

Values First Advisors reported no remaining Doximity position as of Q3 2023 after selling out during the quarter.
Values First Advisors sold 25,500 Doximity shares in Q3 2023, an estimated $868K.
Values First Advisors first reported a position in Doximity in Q1 2023 and held it in 2 quarters.
Values First Advisors's Doximity position peaked at $868K in Q2 2023.
306 funds tracked by Wall St. Rank held Doximity as of Q3 2023.

Based on Values First Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.