AWM
GOCO

Accurate Wealth Management’s GoHealth GOCO Stock Holding History

Accurate Wealth Management’s Portfolio GOCO Stock Details GOCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,337
Closed -$18.1K – 715
2022
Q4 		$18.1K Buy
1,337
+408
+44% +$3.62K 0.01% 709
2022
Q3 		$10K Sell
929
-4,910
-84% -$37K ﹤0.01% 183
2022
Q2 		$52K Buy
5,839
+1,943
+50% +$22.6K 0.03% 153
2022
Q1 		$69K Buy
3,896
+2,653
+213% +$82.6K 0.03% 173
2021
Q4 		$71K Buy
1,243
+576
+86% +$38.4K 0.06% 140
2021
Q3 		$50K Buy
+667
New +$70.6K 0.04% 138

Other funds holding GOCO

CP
Centerbridge Partners New York $61.1M AUM 3.67% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EP
Eversept Partners New York $1.9B AUM 121.13% 1-Year Est. Return
BOCH
Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return
GCM
Glendon Capital Management Santa Monica, California $805M AUM 17.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Accurate Wealth Management's GOCO Position: Q1 2023 in Review

Accurate Wealth Management sold out of GoHealth (GOCO) in Q1 2023, closing a stake of 1,337 shares — an estimated $18.1K sold.

Accurate Wealth Management first reported a position in GOCO in Q3 2021 and held it in 6 quarters. The position peaked at $71K in Q4 2021. 32 funds tracked by Wall St. Rank hold GOCO as of Q1 2023.

  • Accurate Wealth Management reported no remaining GoHealth position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 1,337 GoHealth shares in Q1 2023, an estimated $18.1K.
  • Accurate Wealth Management first reported a position in GoHealth in Q3 2021 and held it in 6 quarters.
  • Accurate Wealth Management's GoHealth position peaked at $71K in Q4 2021.
  • 32 funds tracked by Wall St. Rank held GoHealth as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.