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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

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ClearBridge Investments
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Swedbank
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State Street
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ACH
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Loomis, Sayles & Company
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return