CAL
GOCO

Capital Advisors Ltd’s GoHealth GOCO Stock Holding History

Capital Advisors Ltd’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
Q2 		– Sell
-75
Closed -$1K – 1385
2023
Q1 		$1K Hold
75
– – ﹤0.01% 1036
2022
Q4 		$1K Buy
+75
New +$666 ﹤0.01% 1003
2022
Q2 		– Sell
-7
Closed – – 1122
2022
Q1 		$0 Buy
+7
New +$218 ﹤0.01% 1023

Other funds holding GOCO

CP
Centerbridge Partners New York $61.1M AUM 3.67% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Advisors Ltd's GOCO Position: Q2 2023 in Review

Capital Advisors Ltd sold out of GoHealth (GOCO) in Q2 2023, closing a stake of 75 shares — an estimated $1K sold.

Capital Advisors Ltd first reported a position in GOCO in Q1 2022 and held it in 3 quarters. The position peaked at $1K in Q1 2023. 46 funds tracked by Wall St. Rank hold GOCO as of Q2 2023.

  • Capital Advisors Ltd reported no remaining GoHealth position as of Q2 2023 after selling out during the quarter.
  • Capital Advisors Ltd sold 75 GoHealth shares in Q2 2023, an estimated $1K.
  • Capital Advisors Ltd first reported a position in GoHealth in Q1 2022 and held it in 3 quarters.
  • Capital Advisors Ltd's GoHealth position peaked at $1K in Q1 2023.
  • 46 funds tracked by Wall St. Rank held GoHealth as of Q2 2023.

Based on Capital Advisors Ltd's 13F filing for Q2 2023, filed 26 Jul 2023.