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Wagner Wealth Management (South Carolina)’s Doximity DOCS Stock Holding History

Wagner Wealth Management (South Carolina)’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
2022
Q4 		– Sell
-200
Closed -$6K – 360
2022
Q3 		$6K Buy
+200
New +$7.33K ﹤0.01% 488

Other funds holding DOCS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $7.48B AUM 104.76% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s DOCS Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Doximity (DOCS) in Q4 2022, closing a stake of 200 shares — an estimated $6K sold.

Wagner Wealth Management (South Carolina) first reported a position in DOCS in Q3 2022 and held it in 1 quarter. The position peaked at $6K in Q3 2022. 303 funds tracked by Wall St. Rank hold DOCS as of Q4 2022.

  • Wagner Wealth Management (South Carolina) reported no remaining Doximity position as of Q4 2022 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 200 Doximity shares in Q4 2022, an estimated $6K.
  • Wagner Wealth Management (South Carolina) first reported a position in Doximity in Q3 2022 and held it in 1 quarter.
  • Wagner Wealth Management (South Carolina)'s Doximity position peaked at $6K in Q3 2022.
  • 303 funds tracked by Wall St. Rank held Doximity as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.