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Advisors Asset Management’s Green Dot GDOT Stock Holding History

Advisors Asset Management’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
Q2 		– Sell
-786
Closed -$21.6K – 1513
2022
Q1 		$21.6K Sell
786
-351
-31% -$10.7K ﹤0.01% 1470
2021
Q4 		$41.2K Sell
1,137
-12
-1% -$490 ﹤0.01% 1445
2021
Q3 		$58K Sell
1,149
-6
-0.5% -$289 ﹤0.01% 1351
2021
Q2 		$54K Sell
1,155
-483
-29% -$21.5K ﹤0.01% 1349
2021
Q1 		$75K Sell
1,638
-823
-33% -$42.9K ﹤0.01% 1370
2020
Q4 		$137K Sell
2,461
-2,815
-53% -$160K ﹤0.01% 1309
2020
Q3 		$267K Sell
5,276
-927
-15% -$47.5K ﹤0.01% 1094
2020
Q2 		$304K Sell
6,203
-1,001
-14% -$33.9K 0.01% 1056
2020
Q1 		$183K Sell
7,204
-466
-6% -$13.4K ﹤0.01% 1121
2019
Q4 		$179K Buy
7,670
+589
+8% +$14.7K ﹤0.01% 1237
2019
Q3 		$179K Buy
7,081
+459
+7% +$17K ﹤0.01% 1207
2019
Q2 		$324K Buy
6,622
+1,578
+31% +$85.9K 0.01% 1094
2019
Q1 		$306K Buy
5,044
+2,182
+76% +$152K 0.01% 1111
2018
Q4 		$228K Buy
+2,862
New +$226K ﹤0.01% 1173

Other funds holding GDOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BC
Brahman Capital New York $275M AUM 18.08% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Advisors Asset Management's GDOT Position: Q2 2022 in Review

Advisors Asset Management sold out of Green Dot (GDOT) in Q2 2022, closing a stake of 786 shares — an estimated $21.6K sold.

Advisors Asset Management first reported a position in GDOT in Q4 2018 and held it in 14 quarters. The position peaked at $324K in Q2 2019. 209 funds tracked by Wall St. Rank hold GDOT as of Q2 2022.

  • Advisors Asset Management reported no remaining Green Dot position as of Q2 2022 after selling out during the quarter.
  • Advisors Asset Management sold 786 Green Dot shares in Q2 2022, an estimated $21.6K.
  • Advisors Asset Management first reported a position in Green Dot in Q4 2018 and held it in 14 quarters.
  • Advisors Asset Management's Green Dot position peaked at $324K in Q2 2019.
  • 209 funds tracked by Wall St. Rank held Green Dot as of Q2 2022.

Based on Advisors Asset Management's 13F filing for Q2 2022, filed 8 Aug 2022.