PPW
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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

DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
DMKJ
David M. Knott Jr $168M AUM 60.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
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
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