FirstPurpose Wealth’s Augmedix, Inc. Common Stock AUGX Stock Holding History

FirstPurpose Wealth’s Portfolio AUGX Stock Details AUGX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-13,110	Closed	-$67.5K	–	228
2023 Q3	$67.5K	Buy	13,110 +206	+2%	+$967	0.03%	195
2023 Q2	$62.1K	Sell	12,904 -1,371	-10%	-$4.74K	0.03%	195
2023 Q1	$24.8K	Buy	14,275 +2,033	+17%	+$3.32K	0.01%	187
2022 Q4	$19.1K	Sell	12,242 -1,882	-13%	-$2.4K	0.01%	183
2022 Q3	$20K	Buy	14,124 +2,882	+26%	+$4.94K	0.01%	154
2022 Q2	$20K	Buy	+11,242	New	+$26K	0.01%	140

Other funds holding AUGX

Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return

Samjo Management New York $231M AUM 13.04% 1-Year Est. Return

DSCM

Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return

PCM

Perkins Capital Management Wayzata, Minnesota $107M AUM 82.62% 1-Year Est. Return

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

PHP

Parkman Healthcare Partners Stamford, Connecticut $970M AUM 79.46% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

GIPM

G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

AFG

American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return

FirstPurpose Wealth's AUGX Position: Q4 2023 in Review

FirstPurpose Wealth sold out of Augmedix, Inc. Common Stock (AUGX) in Q4 2023, closing a stake of 13,110 shares — an estimated $67.5K sold.

FirstPurpose Wealth first reported a position in AUGX in Q2 2022 and held it in 6 quarters. The position peaked at $67.5K in Q3 2023. 85 funds tracked by Wall St. Rank hold AUGX as of Q4 2023.

FirstPurpose Wealth reported no remaining Augmedix, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
FirstPurpose Wealth sold 13,110 Augmedix, Inc. Common Stock shares in Q4 2023, an estimated $67.5K.
FirstPurpose Wealth first reported a position in Augmedix, Inc. Common Stock in Q2 2022 and held it in 6 quarters.
FirstPurpose Wealth's Augmedix, Inc. Common Stock position peaked at $67.5K in Q3 2023.
85 funds tracked by Wall St. Rank held Augmedix, Inc. Common Stock as of Q4 2023.

Based on FirstPurpose Wealth's 13F filing for Q4 2023, filed 23 Apr 2024.