Waldron Private Wealth’s GoHealth GOCO Stock Holding History

Waldron Private Wealth’s Portfolio GOCO Stock Details GOCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-3,710	Closed	-$33K	–	382
2022 Q2	$33K	Buy	+3,710	New	+$43.1K	﹤0.01%	374

Other funds holding GOCO

Centerbridge Partners New York $61.1M AUM 3.67% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

BOCH

Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return

GCM

Glendon Capital Management Santa Monica, California $805M AUM 17.91% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Waldron Private Wealth's GOCO Position: Q3 2022 in Review

Waldron Private Wealth sold out of GoHealth (GOCO) in Q3 2022, closing a stake of 3,710 shares — an estimated $33K sold.

Waldron Private Wealth first reported a position in GOCO in Q2 2022 and held it in 1 quarter. The position peaked at $33K in Q2 2022. 59 funds tracked by Wall St. Rank hold GOCO as of Q3 2022.

Waldron Private Wealth reported no remaining GoHealth position as of Q3 2022 after selling out during the quarter.
Waldron Private Wealth sold 3,710 GoHealth shares in Q3 2022, an estimated $33K.
Waldron Private Wealth first reported a position in GoHealth in Q2 2022 and held it in 1 quarter.
Waldron Private Wealth's GoHealth position peaked at $33K in Q2 2022.
59 funds tracked by Wall St. Rank held GoHealth as of Q3 2022.

Based on Waldron Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.