Capital Performance Advisors’s DocGo DCGO Stock Holding History

Capital Performance Advisors’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 Q4	–	Sell	-30	Closed	-$100	–	814
2024 Q3	$100	Buy	+30	New	+$102	﹤0.01%	2697

Other funds holding DCGO

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PAWC

P.A.W. Capital Greenwich, Connecticut $36.7M AUM 6.81% 1-Year Est. Return

Capital Performance Advisors's DCGO Position: Q4 2024 in Review

Capital Performance Advisors sold out of DocGo (DCGO) in Q4 2024, closing a stake of 30 shares — an estimated $100 sold.

Capital Performance Advisors first reported a position in DCGO in Q3 2024 and held it in 1 quarter. The position peaked at $100 in Q3 2024. 128 funds tracked by Wall St. Rank hold DCGO as of Q4 2024.

Capital Performance Advisors reported no remaining DocGo position as of Q4 2024 after selling out during the quarter.
Capital Performance Advisors sold 30 DocGo shares in Q4 2024, an estimated $100.
Capital Performance Advisors first reported a position in DocGo in Q3 2024 and held it in 1 quarter.
Capital Performance Advisors's DocGo position peaked at $100 in Q3 2024.
128 funds tracked by Wall St. Rank held DocGo as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.