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Sigma Planning Corp’s DocGo DCGO Stock Holding History

Sigma Planning Corp’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
-13,600
Closed -$72.5K – 916
2023
Q3 		$72.5K Sell
13,600
-600
-4% -$4.87K ﹤0.01% 1150
2023
Q2 		$133K Hold
14,200
– – ﹤0.01% 1134
2023
Q1 		$123K Sell
14,200
-6,000
-30% -$52.9K ﹤0.01% 1228
2022
Q4 		$143K Buy
20,200
+6,000
+42% +$50.3K 0.01% 1167
2022
Q3 		$141K Hold
14,200
– – 0.01% 1164
2022
Q2 		$101K Buy
+14,200
New +$104K ﹤0.01% 1217

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

Sigma Planning Corp's DCGO Position: Q4 2023 in Review

Sigma Planning Corp sold out of DocGo (DCGO) in Q4 2023, closing a stake of 13,600 shares — an estimated $72.5K sold.

Sigma Planning Corp first reported a position in DCGO in Q2 2022 and held it in 6 quarters. The position peaked at $143K in Q4 2022. 141 funds tracked by Wall St. Rank hold DCGO as of Q4 2023.

  • Sigma Planning Corp reported no remaining DocGo position as of Q4 2023 after selling out during the quarter.
  • Sigma Planning Corp sold 13,600 DocGo shares in Q4 2023, an estimated $72.5K.
  • Sigma Planning Corp first reported a position in DocGo in Q2 2022 and held it in 6 quarters.
  • Sigma Planning Corp's DocGo position peaked at $143K in Q4 2022.
  • 141 funds tracked by Wall St. Rank held DocGo as of Q4 2023.

Based on Sigma Planning Corp's 13F filing for Q4 2023, filed 1 Feb 2024.