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Dana Investment Advisors’s DocGo DCGO Stock Holding History

Dana Investment 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
Q2 		– Sell
-15,073
Closed -$60.9K – 525
2024
Q1 		$60.9K Sell
15,073
-207,277
-93% -$782K ﹤0.01% 521
2023
Q4 		$1.24M Sell
222,350
-11,498
-5% -$66K 0.06% 224
2023
Q3 		$1.25M Buy
233,848
+23,575
+11% +$191K 0.06% 209
2023
Q2 		$1.97M Buy
210,273
+13,951
+7% +$122K 0.1% 145
2023
Q1 		$1.7M Buy
+196,322
New +$1.73M 0.09% 164

Other funds holding DCGO

DM
Deerfield Management New York $8.48B AUM 99.04% 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
DMKJ
David M. Knott Jr $168M AUM 60.36% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SST
S Squared Technology New York $264M AUM 73.25% 1-Year Est. Return
State Street
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
PAWC
P.A.W. Capital Greenwich, Connecticut $36.7M AUM 6.81% 1-Year Est. Return

Dana Investment Advisors's DCGO Position: Q2 2024 in Review

Dana Investment Advisors sold out of DocGo (DCGO) in Q2 2024, closing a stake of 15,073 shares — an estimated $60.9K sold.

Dana Investment Advisors first reported a position in DCGO in Q1 2023 and held it in 5 quarters. The position peaked at $1.97M in Q2 2023. 123 funds tracked by Wall St. Rank hold DCGO as of Q2 2024.

  • Dana Investment Advisors reported no remaining DocGo position as of Q2 2024 after selling out during the quarter.
  • Dana Investment Advisors sold 15,073 DocGo shares in Q2 2024, an estimated $60.9K.
  • Dana Investment Advisors first reported a position in DocGo in Q1 2023 and held it in 5 quarters.
  • Dana Investment Advisors's DocGo position peaked at $1.97M in Q2 2023.
  • 123 funds tracked by Wall St. Rank held DocGo as of Q2 2024.

Based on Dana Investment Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.