OPS
DCGO icon

Orion Portfolio Solutions’s DocGo DCGO Stock Holding History

Orion 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
2023
Q4 		– Sell
-15,467
Closed -$82.4K – 1668
2023
Q3 		$82.4K Buy
15,467
+896
+6% +$7.28K ﹤0.01% 1587
2023
Q2 		$137K Hold
14,571
– – ﹤0.01% 1582
2023
Q1 		$126K Buy
+14,571
New +$129K ﹤0.01% 1520

Other funds holding DCGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 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
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
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

Orion Portfolio Solutions's DCGO Position: Q4 2023 in Review

Orion Portfolio Solutions sold out of DocGo (DCGO) in Q4 2023, closing a stake of 15,467 shares — an estimated $82.4K sold.

Orion Portfolio Solutions first reported a position in DCGO in Q1 2023 and held it in 3 quarters. The position peaked at $137K in Q2 2023. 141 funds tracked by Wall St. Rank hold DCGO as of Q4 2023.

  • Orion Portfolio Solutions reported no remaining DocGo position as of Q4 2023 after selling out during the quarter.
  • Orion Portfolio Solutions sold 15,467 DocGo shares in Q4 2023, an estimated $82.4K.
  • Orion Portfolio Solutions first reported a position in DocGo in Q1 2023 and held it in 3 quarters.
  • Orion Portfolio Solutions's DocGo position peaked at $137K in Q2 2023.
  • 141 funds tracked by Wall St. Rank held DocGo as of Q4 2023.

Based on Orion Portfolio Solutions's 13F filing for Q4 2023, filed 9 Feb 2024.