Envestnet Portfolio Solutions
DCGO icon

Envestnet Portfolio Solutions’s DocGo DCGO Stock Holding History

Envestnet Portfolio 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
2024
Q1 		– Sell
-12,256
Closed -$68.5K – 1612
2023
Q4 		$68.5K Sell
12,256
-313
-2% -$1.8K ﹤0.01% 1524
2023
Q3 		$67K Buy
+12,569
New +$102K ﹤0.01% 1469

Other funds holding DCGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SST
S Squared Technology New York $264M AUM 73.25% 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
PAWC
P.A.W. Capital Greenwich, Connecticut $36.7M AUM 6.81% 1-Year Est. Return

Envestnet Portfolio Solutions's DCGO Position: Q1 2024 in Review

Envestnet Portfolio Solutions sold out of DocGo (DCGO) in Q1 2024, closing a stake of 12,256 shares — an estimated $68.5K sold.

Envestnet Portfolio Solutions first reported a position in DCGO in Q3 2023 and held it in 2 quarters. The position peaked at $68.5K in Q4 2023. 134 funds tracked by Wall St. Rank hold DCGO as of Q1 2024.

  • Envestnet Portfolio Solutions reported no remaining DocGo position as of Q1 2024 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 12,256 DocGo shares in Q1 2024, an estimated $68.5K.
  • Envestnet Portfolio Solutions first reported a position in DocGo in Q3 2023 and held it in 2 quarters.
  • Envestnet Portfolio Solutions's DocGo position peaked at $68.5K in Q4 2023.
  • 134 funds tracked by Wall St. Rank held DocGo as of Q1 2024.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2024, filed 6 May 2024.