CM Wealth Advisors’s DocGo DCGO Stock Holding History

CM Wealth 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
2023 Q2	–	Sell	-24,913	Closed	-$201K	–	236
2023 Q1	$201K	Buy	+24,913	New	+$220K	0.04%	371

Other funds holding DCGO

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

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

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

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

PCM

Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

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

EMFAT

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

CM Wealth Advisors's DCGO Position: Q2 2023 in Review

CM Wealth Advisors sold out of DocGo (DCGO) in Q2 2023, closing a stake of 24,913 shares — an estimated $201K sold.

CM Wealth Advisors first reported a position in DCGO in Q1 2023 and held it in 1 quarter. The position peaked at $201K in Q1 2023. 144 funds tracked by Wall St. Rank hold DCGO as of Q2 2023.

CM Wealth Advisors reported no remaining DocGo position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 24,913 DocGo shares in Q2 2023, an estimated $201K.
CM Wealth Advisors first reported a position in DocGo in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's DocGo position peaked at $201K in Q1 2023.
144 funds tracked by Wall St. Rank held DocGo as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.