WWM
DOCS icon

Wolff Wiese Magana’s Doximity DOCS Stock Holding History

Wolff Wiese Magana’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
2026
Q2 		$291 Buy
+14
New +$310 ﹤0.01% 994
2025
Q2 		– Sell
-72
Closed -$4.18K – 1007
2025
Q1 		$4.18K Hold
72
– – ﹤0.01% 607
2024
Q4 		$3.85K Sell
72
-136
-65% -$6.66K ﹤0.01% 601
2024
Q3 		$9.06K Buy
+208
New +$6.94K 0.01% 465
2022
Q4 		– Sell
-690
Closed -$21K – 829
2022
Q3 		$21K Buy
690
+139
+25% +$5.09K 0.02% 365
2022
Q2 		$19K Buy
551
+128
+30% +$5.04K 0.01% 407
2022
Q1 		$22K Buy
+423
New +$21.3K 0.01% 403

Other funds holding DOCS

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
KCM
Kennicott Capital Management Corte Madera, California $216M AUM 24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
FLFS
Family Legacy Financial Solutions Cary, North Carolina $164M AUM 62.92% 1-Year Est. Return
CA
Cache Advisors San Francisco, California $1.18B AUM 44.04% 1-Year Est. Return