Pasadena Private Wealth’s DocGo DCGO Stock Holding History

Pasadena Private Wealth’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	-224,240	Closed	-$744K	–	155
2024 Q3	$744K	Sell	224,240 -73,222	-25%	-$249K	0.16%	65
2024 Q2	$919K	Sell	297,462 -98,025	-25%	-$323K	0.21%	50
2024 Q1	$1.6M	Buy	395,487 +310,180	+364%	+$1.17M	0.37%	35
2023 Q4	$477K	Buy	+85,307	New	+$490K	0.12%	80

Other funds holding DCGO

Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

DMKJ

David M. Knott Jr $189M AUM 67.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PAWC

P.A.W. Capital Greenwich, Connecticut $131M AUM 35.16% 1-Year Est. Return

Pasadena Private Wealth's DCGO Position: Q4 2024 in Review

Pasadena Private Wealth sold out of DocGo (DCGO) in Q4 2024, closing a stake of 224,240 shares — an estimated $744K sold.

Pasadena Private Wealth first reported a position in DCGO in Q4 2023 and held it in 4 quarters. The position peaked at $1.6M in Q1 2024. 128 funds tracked by Wall St. Rank hold DCGO as of Q4 2024.

Pasadena Private Wealth reported no remaining DocGo position as of Q4 2024 after selling out during the quarter.
Pasadena Private Wealth sold 224,240 DocGo shares in Q4 2024, an estimated $744K.
Pasadena Private Wealth first reported a position in DocGo in Q4 2023 and held it in 4 quarters.
Pasadena Private Wealth's DocGo position peaked at $1.6M in Q1 2024.
128 funds tracked by Wall St. Rank held DocGo as of Q4 2024.

Based on Pasadena Private Wealth's 13F filing for Q4 2024, filed 3 Feb 2025.