Position
Clearstead Advisors, LLC in Doximity, Inc.
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Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark −$11.1K$44.28 → $23.30
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 1.03K | $45.6K | — | — | — | 0.0% |
| Q1 2026 | 530 | $12.3K | $23.30 | −$11.1K | −$22.1K | 0.0% |