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 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

Vestmark Advisory Solutions's DOCS Position: Q3 2023 in Review

Vestmark Advisory Solutions sold out of Doximity (DOCS) in Q3 2023, closing a stake of 17,127 shares — an estimated $583K sold.

Vestmark Advisory Solutions first reported a position in DOCS in Q1 2022 and held it in 6 quarters. The position peaked at $583K in Q2 2023. 306 funds tracked by Wall St. Rank hold DOCS as of Q3 2023.

Vestmark Advisory Solutions reported no remaining Doximity position as of Q3 2023 after selling out during the quarter.
Vestmark Advisory Solutions sold 17,127 Doximity shares in Q3 2023, an estimated $583K.
Vestmark Advisory Solutions first reported a position in Doximity in Q1 2022 and held it in 6 quarters.
Vestmark Advisory Solutions's Doximity position peaked at $583K in Q2 2023.
306 funds tracked by Wall St. Rank held Doximity as of Q3 2023.

Based on Vestmark Advisory Solutions's 13F filing for Q3 2023, filed 6 Nov 2023.