Westwind Capital’s Doximity DOCS Stock Holding History

Westwind Capital’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	-200,424	Closed	-$6.82M	–	40
2023 Q2	$6.82M	Buy	200,424 +891	+0.4%	+$29.7K	1.91%	19
2023 Q1	$6.46M	Buy	+199,533	New	+$6.62M	2.06%	18

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

Westwind Capital's DOCS Position: Q3 2023 in Review

Westwind Capital sold out of Doximity (DOCS) in Q3 2023, closing a stake of 200,424 shares — an estimated $6.82M sold.

Westwind Capital first reported a position in DOCS in Q1 2023 and held it in 2 quarters. The position peaked at $6.82M in Q2 2023. 306 funds tracked by Wall St. Rank hold DOCS as of Q3 2023.

Westwind Capital reported no remaining Doximity position as of Q3 2023 after selling out during the quarter.
Westwind Capital sold 200,424 Doximity shares in Q3 2023, an estimated $6.82M.
Westwind Capital first reported a position in Doximity in Q1 2023 and held it in 2 quarters.
Westwind Capital's Doximity position peaked at $6.82M in Q2 2023.
306 funds tracked by Wall St. Rank held Doximity as of Q3 2023.

Based on Westwind Capital's 13F filing for Q3 2023, filed 11 Oct 2023.