CAPTRUST Financial Advisors
GOCO

CAPTRUST Financial Advisors’s GoHealth GOCO Stock Holding History

CAPTRUST Financial 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
2022
Q2 		– Sell
-1,116
Closed -$20K – 5008
2022
Q1 		$20K Buy
1,116
+732
+191% +$22.8K ﹤0.01% 3383
2021
Q4 		$22K Buy
+384
New +$25.6K ﹤0.01% 3225
2021
Q2 		– Sell
-3
Closed – – 4564
2021
Q1 		$0 Buy
+3
New +$605 ﹤0.01% 4402

Other funds holding GOCO

CP
Centerbridge Partners New York $61.1M AUM 3.67% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CAPTRUST Financial Advisors's GOCO Position: Q2 2022 in Review

CAPTRUST Financial Advisors sold out of GoHealth (GOCO) in Q2 2022, closing a stake of 1,116 shares — an estimated $20K sold.

CAPTRUST Financial Advisors first reported a position in GOCO in Q1 2021 and held it in 3 quarters. The position peaked at $22K in Q4 2021. 77 funds tracked by Wall St. Rank hold GOCO as of Q2 2022.

  • CAPTRUST Financial Advisors reported no remaining GoHealth position as of Q2 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 1,116 GoHealth shares in Q2 2022, an estimated $20K.
  • CAPTRUST Financial Advisors first reported a position in GoHealth in Q1 2021 and held it in 3 quarters.
  • CAPTRUST Financial Advisors's GoHealth position peaked at $22K in Q4 2021.
  • 77 funds tracked by Wall St. Rank held GoHealth as of Q2 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.