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Coppell Advisory Solutions’s DocGo DCGO Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-17
Closed -$73 – 673
2024
Q4 		$73 Hold
17
– – ﹤0.01% 1915
2024
Q3 		$57 Hold
17
– – ﹤0.01% 1831
2024
Q2 		$53 Buy
+17
New +$56 ﹤0.01% 1754

Other funds holding DCGO

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
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
WCM Investment Management
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
PAWC
P.A.W. Capital Greenwich, Connecticut $36.7M AUM 6.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Coppell Advisory Solutions's DCGO Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of DocGo (DCGO) in Q1 2025, closing a stake of 17 shares — an estimated $73 sold.

Coppell Advisory Solutions first reported a position in DCGO in Q2 2024 and held it in 3 quarters. The position peaked at $73 in Q4 2024. 135 funds tracked by Wall St. Rank hold DCGO as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining DocGo position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 17 DocGo shares in Q1 2025, an estimated $73.
  • Coppell Advisory Solutions first reported a position in DocGo in Q2 2024 and held it in 3 quarters.
  • Coppell Advisory Solutions's DocGo position peaked at $73 in Q4 2024.
  • 135 funds tracked by Wall St. Rank held DocGo as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.