Texas Capital Bank Wealth Management Services’s DocGo DCGO Stock Holding History

Texas Capital Bank Wealth Management Services’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 Q3	–	Sell	-13,300	Closed	-$125K	–	220
2023 Q2	$125K	Hold	13,300	–	–	0.01%	216
2023 Q1	$115K	Hold	13,300	–	–	0.01%	180
2022 Q4	$94K	Hold	13,300	–	–	0.01%	159
2022 Q3	$132K	Buy	+13,300	New	+$120K	0.02%	139

Other funds holding DCGO

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

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

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

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

Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

PCM

Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

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

Texas Capital Bank Wealth Management Services's DCGO Position: Q3 2023 in Review

Texas Capital Bank Wealth Management Services sold out of DocGo (DCGO) in Q3 2023, closing a stake of 13,300 shares — an estimated $125K sold.

Texas Capital Bank Wealth Management Services first reported a position in DCGO in Q3 2022 and held it in 4 quarters. The position peaked at $132K in Q3 2022. 143 funds tracked by Wall St. Rank hold DCGO as of Q3 2023.

Texas Capital Bank Wealth Management Services reported no remaining DocGo position as of Q3 2023 after selling out during the quarter.
Texas Capital Bank Wealth Management Services sold 13,300 DocGo shares in Q3 2023, an estimated $125K.
Texas Capital Bank Wealth Management Services first reported a position in DocGo in Q3 2022 and held it in 4 quarters.
Texas Capital Bank Wealth Management Services's DocGo position peaked at $132K in Q3 2022.
143 funds tracked by Wall St. Rank held DocGo as of Q3 2023.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q3 2023, filed 14 Nov 2023.