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Steward Partners Investment Advisory’s DocGo DCGO Stock Holding History

Steward Partners Investment 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
2022
Q4 		– Sell
-100
Closed -$1K – 3387
2022
Q3 		$1K Buy
+100
New +$903 ﹤0.01% 3112

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DMKJ
David M. Knott Jr $168M AUM 60.36% 1-Year Est. Return

Steward Partners Investment Advisory's DCGO Position: Q4 2022 in Review

Steward Partners Investment Advisory sold out of DocGo (DCGO) in Q4 2022, closing a stake of 100 shares — an estimated $1K sold.

Steward Partners Investment Advisory first reported a position in DCGO in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 128 funds tracked by Wall St. Rank hold DCGO as of Q4 2022.

  • Steward Partners Investment Advisory reported no remaining DocGo position as of Q4 2022 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 100 DocGo shares in Q4 2022, an estimated $1K.
  • Steward Partners Investment Advisory first reported a position in DocGo in Q3 2022 and held it in 1 quarter.
  • Steward Partners Investment Advisory's DocGo position peaked at $1K in Q3 2022.
  • 128 funds tracked by Wall St. Rank held DocGo as of Q4 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2022, filed 15 Feb 2023.