CPA
GOCO

Capital Performance Advisors’s GoHealth GOCO Stock Holding History

Capital Performance Advisors’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
2024
Q4 		– Sell
-24
Closed -$225 – 1168
2024
Q3 		$225 Buy
+24
New +$243 ﹤0.01% 2529

Other funds holding GOCO

CP
Centerbridge Partners New York $61.1M AUM 3.67% 1-Year Est. Return
BOCH
Blue Owl Capital Holdings New York $372M AUM 78.25% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCM
Glendon Capital Management Santa Monica, California $805M AUM 17.91% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

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

Capital Performance Advisors sold out of GoHealth (GOCO) in Q4 2024, closing a stake of 24 shares — an estimated $225 sold.

Capital Performance Advisors first reported a position in GOCO in Q3 2024 and held it in 1 quarter. The position peaked at $225 in Q3 2024. 56 funds tracked by Wall St. Rank hold GOCO as of Q4 2024.

  • Capital Performance Advisors reported no remaining GoHealth position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 24 GoHealth shares in Q4 2024, an estimated $225.
  • Capital Performance Advisors first reported a position in GoHealth in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's GoHealth position peaked at $225 in Q3 2024.
  • 56 funds tracked by Wall St. Rank held GoHealth as of Q4 2024.

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