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Avion Wealth’s DocGo DCGO Stock Holding History

Avion Wealth’s Portfolio DCGO Stock Details DCGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-136
Closed -$1K – 985
2024
Q1 		$1K Buy
+136
New +$513 ﹤0.01% 899

Other funds holding DCGO

DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DMKJ
David M. Knott Jr $168M AUM 60.36% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SST
S Squared Technology New York $264M AUM 73.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
PAWC
P.A.W. Capital Greenwich, Connecticut $36.7M AUM 6.81% 1-Year Est. Return

Avion Wealth's DCGO Position: Q2 2024 in Review

Avion Wealth sold out of DocGo (DCGO) in Q2 2024, closing a stake of 136 shares — an estimated $1K sold.

Avion Wealth first reported a position in DCGO in Q1 2024 and held it in 1 quarter. The position peaked at $1K in Q1 2024. 123 funds tracked by Wall St. Rank hold DCGO as of Q2 2024.

  • Avion Wealth reported no remaining DocGo position as of Q2 2024 after selling out during the quarter.
  • Avion Wealth sold 136 DocGo shares in Q2 2024, an estimated $1K.
  • Avion Wealth first reported a position in DocGo in Q1 2024 and held it in 1 quarter.
  • Avion Wealth's DocGo position peaked at $1K in Q1 2024.
  • 123 funds tracked by Wall St. Rank held DocGo as of Q2 2024.

Based on Avion Wealth's 13F filing for Q2 2024, filed 26 Jul 2024.