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Moody National Bank Trust Division’s DocGo DCGO Stock Holding History

Moody National Bank Trust Division’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
-54,192
Closed -$303K – 471
2023
Q4 		$303K Sell
54,192
-11,465
-17% -$65.8K 0.02% 405
2023
Q3 		$350K Buy
65,657
+33,644
+105% +$273K 0.02% 477
2023
Q2 		$300K Buy
+32,013
New +$281K 0.02% 509

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 $131M AUM 46.14% 1-Year Est. Return

Moody National Bank Trust Division's DCGO Position: Q1 2024 in Review

Moody National Bank Trust Division sold out of DocGo (DCGO) in Q1 2024, closing a stake of 54,192 shares — an estimated $303K sold.

Moody National Bank Trust Division first reported a position in DCGO in Q2 2023 and held it in 3 quarters. The position peaked at $350K in Q3 2023. 134 funds tracked by Wall St. Rank hold DCGO as of Q1 2024.

  • Moody National Bank Trust Division reported no remaining DocGo position as of Q1 2024 after selling out during the quarter.
  • Moody National Bank Trust Division sold 54,192 DocGo shares in Q1 2024, an estimated $303K.
  • Moody National Bank Trust Division first reported a position in DocGo in Q2 2023 and held it in 3 quarters.
  • Moody National Bank Trust Division's DocGo position peaked at $350K in Q3 2023.
  • 134 funds tracked by Wall St. Rank held DocGo as of Q1 2024.

Based on Moody National Bank Trust Division's 13F filing for Q1 2024, filed 4 Apr 2024.