ACG Wealth’s Green Dot GDOT Stock Holding History

ACG Wealth’s Portfolio GDOT Stock Details GDOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-3,839	Closed	-$96K	–	535
2022 Q2	$96K	Buy	+3,839	New	+$104K	0.02%	338

Other funds holding GDOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Brahman Capital New York $275M AUM 18.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ACG Wealth's GDOT Position: Q3 2022 in Review

ACG Wealth sold out of Green Dot (GDOT) in Q3 2022, closing a stake of 3,839 shares — an estimated $96K sold.

ACG Wealth first reported a position in GDOT in Q2 2022 and held it in 1 quarter. The position peaked at $96K in Q2 2022. 195 funds tracked by Wall St. Rank hold GDOT as of Q3 2022.

ACG Wealth reported no remaining Green Dot position as of Q3 2022 after selling out during the quarter.
ACG Wealth sold 3,839 Green Dot shares in Q3 2022, an estimated $96K.
ACG Wealth first reported a position in Green Dot in Q2 2022 and held it in 1 quarter.
ACG Wealth's Green Dot position peaked at $96K in Q2 2022.
195 funds tracked by Wall St. Rank held Green Dot as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.