Arkadios Wealth Advisors’s Green Dot GDOT Stock Holding History

Arkadios Wealth Advisors’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
2021 Q4	–	Sell	-83	Closed	-$4K	–	1036
2021 Q3	$4K	Hold	83	–	–	﹤0.01%	1647
2021 Q2	$3K	Buy	+83	New	+$3.7K	﹤0.01%	1815

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 $3.38T AUM 44.17% 1-Year Est. Return

CAM

Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Arkadios Wealth Advisors's GDOT Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Green Dot (GDOT) in Q4 2021, closing a stake of 83 shares — an estimated $4K sold.

Arkadios Wealth Advisors first reported a position in GDOT in Q2 2021 and held it in 2 quarters. The position peaked at $4K in Q3 2021. 211 funds tracked by Wall St. Rank hold GDOT as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Green Dot position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 83 Green Dot shares in Q4 2021, an estimated $4K.
Arkadios Wealth Advisors first reported a position in Green Dot in Q2 2021 and held it in 2 quarters.
Arkadios Wealth Advisors's Green Dot position peaked at $4K in Q3 2021.
211 funds tracked by Wall St. Rank held Green Dot as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.