Cape Investment Advisory’s DocGo DCGO Stock Holding History

Cape Investment Advisory’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 Q1	–	Sell	-11,241	Closed	-$62.8K	–	976
2023 Q4	$62.8K	Buy	+11,241	New	+$64.5K	0.03%	305

Other funds holding DCGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SST

S Squared Technology New York $264M AUM 73.25% 1-Year Est. Return

DMKJ

David M. Knott Jr $168M AUM 60.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Cape Investment Advisory's DCGO Position: Q1 2024 in Review

Cape Investment Advisory sold out of DocGo (DCGO) in Q1 2024, closing a stake of 11,241 shares — an estimated $62.8K sold.

Cape Investment Advisory first reported a position in DCGO in Q4 2023 and held it in 1 quarter. The position peaked at $62.8K in Q4 2023. 134 funds tracked by Wall St. Rank hold DCGO as of Q1 2024.

Cape Investment Advisory reported no remaining DocGo position as of Q1 2024 after selling out during the quarter.
Cape Investment Advisory sold 11,241 DocGo shares in Q1 2024, an estimated $62.8K.
Cape Investment Advisory first reported a position in DocGo in Q4 2023 and held it in 1 quarter.
Cape Investment Advisory's DocGo position peaked at $62.8K in Q4 2023.
134 funds tracked by Wall St. Rank held DocGo as of Q1 2024.

Based on Cape Investment Advisory's 13F filing for Q1 2024, filed 21 Jun 2024.