VAS
DOCS icon

Vestmark Advisory Solutions’s Doximity DOCS Stock Holding History

Vestmark Advisory Solutions’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
-17,127
Closed -$583K – 530
2023
Q2 		$583K Buy
17,127
+156
+0.9% +$5.19K 0.02% 565
2023
Q1 		$550K Buy
16,971
+4,045
+31% +$134K 0.02% 561
2022
Q4 		$434K Sell
12,926
-329
-2% -$10K 0.02% 591
2022
Q3 		$401K Buy
13,255
+3,094
+30% +$113K 0.02% 578
2022
Q2 		$354K Buy
10,161
+2,435
+32% +$95.9K 0.02% 621
2022
Q1 		$402K Buy
+7,726
New +$389K 0.02% 616

Other funds holding DOCS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return