WAG
AUGX

Wallace Advisory Group’s Augmedix, Inc. Common Stock AUGX Stock Holding History

Wallace Advisory Group’s Portfolio AUGX Stock Details AUGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-11,006
Closed -$19.2K – 194
2023
Q2 		$19.2K Hold
11,006
– – 0.01% 173
2023
Q1 		$19.2K Sell
11,006
-227
-2% -$370 0.01% 173
2022
Q4 		$17.5K Buy
+11,233
New +$14.3K 0.01% 158

Other funds holding AUGX

RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
SC
Samjo Capital New York $254M AUM 36.81% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $107M AUM 82.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return

Wallace Advisory Group's AUGX Position: Q3 2023 in Review

Wallace Advisory Group sold out of Augmedix, Inc. Common Stock (AUGX) in Q3 2023, closing a stake of 11,006 shares — an estimated $19.2K sold.

Wallace Advisory Group first reported a position in AUGX in Q4 2022 and held it in 3 quarters. The position peaked at $19.2K in Q2 2023. 64 funds tracked by Wall St. Rank hold AUGX as of Q3 2023.

  • Wallace Advisory Group reported no remaining Augmedix, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
  • Wallace Advisory Group sold 11,006 Augmedix, Inc. Common Stock shares in Q3 2023, an estimated $19.2K.
  • Wallace Advisory Group first reported a position in Augmedix, Inc. Common Stock in Q4 2022 and held it in 3 quarters.
  • Wallace Advisory Group's Augmedix, Inc. Common Stock position peaked at $19.2K in Q2 2023.
  • 64 funds tracked by Wall St. Rank held Augmedix, Inc. Common Stock as of Q3 2023.

Based on Wallace Advisory Group's 13F filing for Q3 2023, filed 5 Oct 2023.