World Equity Group’s Doximity DOCS Stock Holding History

World Equity Group’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 Q2	–	Sell	-40,404	Closed	-$456K	–	370
2023 Q1	$456K	Buy	+40,404	New	+$1.34M	0.07%	298

Other funds holding DOCS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EAM

Eventide Asset Management Boston, Massachusetts $7.48B AUM 104.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

World Equity Group's DOCS Position: Q2 2023 in Review

World Equity Group sold out of Doximity (DOCS) in Q2 2023, closing a stake of 40,404 shares — an estimated $456K sold.

World Equity Group first reported a position in DOCS in Q1 2023 and held it in 1 quarter. The position peaked at $456K in Q1 2023. 326 funds tracked by Wall St. Rank hold DOCS as of Q2 2023.

World Equity Group reported no remaining Doximity position as of Q2 2023 after selling out during the quarter.
World Equity Group sold 40,404 Doximity shares in Q2 2023, an estimated $456K.
World Equity Group first reported a position in Doximity in Q1 2023 and held it in 1 quarter.
World Equity Group's Doximity position peaked at $456K in Q1 2023.
326 funds tracked by Wall St. Rank held Doximity as of Q2 2023.

Based on World Equity Group's 13F filing for Q2 2023, filed 26 Aug 2024.