Moss Adams Wealth Advisors’s DocGo DCGO Stock Holding History

Moss Adams Wealth 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 Q4	–	Sell	-20,000	Closed	-$66.4K	–	210
2024 Q3	$66.4K	Hold	20,000	–	–	0.01%	198
2024 Q2	$61.8K	Hold	20,000	–	–	0.01%	169
2024 Q1	$80.8K	Hold	20,000	–	–	0.01%	150
2023 Q4	$112K	Hold	20,000	–	–	0.02%	118
2023 Q3	$107K	Sell	20,000 -67,099	-77%	-$545K	0.04%	103
2023 Q2	$816K	Buy	+87,099	New	+$764K	0.27%	32

Other funds holding DCGO

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PAWC

P.A.W. Capital Greenwich, Connecticut $36.7M AUM 6.81% 1-Year Est. Return

Moss Adams Wealth Advisors's DCGO Position: Q4 2024 in Review

Moss Adams Wealth Advisors sold out of DocGo (DCGO) in Q4 2024, closing a stake of 20,000 shares — an estimated $66.4K sold.

Moss Adams Wealth Advisors first reported a position in DCGO in Q2 2023 and held it in 6 quarters. The position peaked at $816K in Q2 2023. 128 funds tracked by Wall St. Rank hold DCGO as of Q4 2024.

Moss Adams Wealth Advisors reported no remaining DocGo position as of Q4 2024 after selling out during the quarter.
Moss Adams Wealth Advisors sold 20,000 DocGo shares in Q4 2024, an estimated $66.4K.
Moss Adams Wealth Advisors first reported a position in DocGo in Q2 2023 and held it in 6 quarters.
Moss Adams Wealth Advisors's DocGo position peaked at $816K in Q2 2023.
128 funds tracked by Wall St. Rank held DocGo as of Q4 2024.

Based on Moss Adams Wealth Advisors's 13F filing for Q4 2024, filed 15 Jan 2025.