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RFG Advisory’s DocGo DCGO Stock Holding History

RFG Advisory’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
Q1 		– Sell
-44,622
Closed -$249K – 718
2023
Q4 		$249K Sell
44,622
-5,054
-10% -$29K 0.01% 591
2023
Q3 		$265K Buy
49,676
+30,255
+156% +$246K 0.01% 539
2023
Q2 		$182K Buy
19,421
+2,711
+16% +$23.8K 0.01% 607
2023
Q1 		$145K Buy
+16,710
New +$147K 0.01% 603

Other funds holding DCGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SST
S Squared Technology New York $264M AUM 73.25% 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
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
PAWC
P.A.W. Capital Greenwich, Connecticut $36.7M AUM 6.81% 1-Year Est. Return

RFG Advisory's DCGO Position: Q1 2024 in Review

RFG Advisory sold out of DocGo (DCGO) in Q1 2024, closing a stake of 44,622 shares — an estimated $249K sold.

RFG Advisory first reported a position in DCGO in Q1 2023 and held it in 4 quarters. The position peaked at $265K in Q3 2023. 134 funds tracked by Wall St. Rank hold DCGO as of Q1 2024.

  • RFG Advisory reported no remaining DocGo position as of Q1 2024 after selling out during the quarter.
  • RFG Advisory sold 44,622 DocGo shares in Q1 2024, an estimated $249K.
  • RFG Advisory first reported a position in DocGo in Q1 2023 and held it in 4 quarters.
  • RFG Advisory's DocGo position peaked at $265K in Q3 2023.
  • 134 funds tracked by Wall St. Rank held DocGo as of Q1 2024.

Based on RFG Advisory's 13F filing for Q1 2024, filed 11 Apr 2024.