FIM
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Freedom Investment Management’s DocGo DCGO Stock Holding History

Freedom Investment Management’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
Q4 		– Sell
-22,506
Closed -$120K – 753
2023
Q3 		$120K Sell
22,506
-1,848
-8% -$15K 0.01% 646
2023
Q2 		$228K Sell
24,354
-7,406
-23% -$65K 0.03% 624
2023
Q1 		$275K Buy
31,760
+5,788
+22% +$51K 0.03% 575
2022
Q4 		$184K Buy
+25,972
New +$218K 0.02% 669

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DM
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Vanguard Group
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WCM Investment Management
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EA
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PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DMKJ
David M. Knott Jr $168M AUM 60.36% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

Freedom Investment Management's DCGO Position: Q4 2023 in Review

Freedom Investment Management sold out of DocGo (DCGO) in Q4 2023, closing a stake of 22,506 shares — an estimated $120K sold.

Freedom Investment Management first reported a position in DCGO in Q4 2022 and held it in 4 quarters. The position peaked at $275K in Q1 2023. 141 funds tracked by Wall St. Rank hold DCGO as of Q4 2023.

  • Freedom Investment Management reported no remaining DocGo position as of Q4 2023 after selling out during the quarter.
  • Freedom Investment Management sold 22,506 DocGo shares in Q4 2023, an estimated $120K.
  • Freedom Investment Management first reported a position in DocGo in Q4 2022 and held it in 4 quarters.
  • Freedom Investment Management's DocGo position peaked at $275K in Q1 2023.
  • 141 funds tracked by Wall St. Rank held DocGo as of Q4 2023.

Based on Freedom Investment Management's 13F filing for Q4 2023, filed 14 Feb 2024.