Advisor Group’s Green Dot GDOT Stock Holding History

Advisor Group’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
2019 Q4	$14K	Sell	594 -54	-8%	-$1.35K	﹤0.01%	4146
2019 Q3	$17K	Sell	648 -5,548	-90%	-$205K	﹤0.01%	4058
2019 Q2	$302K	Buy	6,196 +5,195	+519%	+$283K	﹤0.01%	1992
2019 Q1	$59K	Buy	1,001 +10	+1%	+$697	﹤0.01%	3266
2018 Q4	$79K	Sell	991 -78	-7%	-$6.16K	﹤0.01%	2842
2018 Q3	$96K	Buy	1,069 +169	+19%	+$14.1K	﹤0.01%	2785
2018 Q2	$66K	Buy	900 +105	+13%	+$7.24K	﹤0.01%	2865
2018 Q1	$51K	Buy	795 +59	+8%	+$3.72K	﹤0.01%	3043
2017 Q4	$45K	Buy	736 +388	+111%	+$22.8K	﹤0.01%	3152
2017 Q3	$17K	Sell	348 -336	-49%	-$14.9K	﹤0.01%	3645
2017 Q2	$27K	Hold	684	–	–	﹤0.01%	3286
2017 Q1	$23K	Sell	684 -125	-15%	-$3.54K	﹤0.01%	3285
2016 Q4	$19K	Sell	809 -112	-12%	-$2.62K	﹤0.01%	3239
2016 Q3	$22K	Buy	921 +28	+3%	+$656	﹤0.01%	3086
2016 Q2	$19K	Buy	+893	New	+$19.9K	﹤0.01%	3092

Other funds holding GDOT

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Advisor Group's GDOT Position: Q4 2019 in Review

Advisor Group reduced its Green Dot (GDOT) stake by 8.3% in Q4 2019, selling an estimated $1.35K and leaving 594 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #4146.

Advisor Group first reported a position in GDOT in Q2 2016 and has held it in 15 quarters since. The position peaked at $302K in Q2 2019. 210 funds tracked by Wall St. Rank hold GDOT as of Q4 2019.

Advisor Group held 594 shares of Green Dot worth $14K as of Q4 2019.
Advisor Group sold 54 Green Dot shares in Q4 2019, an estimated $1.35K.
Green Dot made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4146 holding.
Advisor Group first reported a position in Green Dot in Q2 2016 and has held it in 15 quarters since.
Advisor Group's Green Dot position peaked at $302K in Q2 2019.
210 funds tracked by Wall St. Rank held Green Dot as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.