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Avalon Investment & Advisory’s Green Dot GDOT Stock Holding History

Avalon Investment & Advisory’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
Q1 		– Sell
-84,978
Closed -$4.74M – 353
2020
Q4 		$4.74M Sell
84,978
-2,020
-2% -$115K 0.1% 135
2020
Q3 		$4.4M Sell
86,998
-11,495
-12% -$590K 0.1% 133
2020
Q2 		$4.83M Buy
+98,493
New +$3.33M 0.11% 130
2019
Q1 		– Sell
-33,413
Closed -$2.66M – 343
2018
Q4 		$2.66M Buy
33,413
+2,103
+7% +$166K 0.07% 190
2018
Q3 		$2.78M Buy
31,310
+2,267
+8% +$188K 0.08% 210
2018
Q2 		$2.13M Buy
+29,043
New +$2M 0.06% 216

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
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
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
NSGL
No Street GP LP San Francisco, California $1.66B AUM 39.91% 1-Year Est. Return

Avalon Investment & Advisory's GDOT Position: Q1 2021 in Review

Avalon Investment & Advisory sold out of Green Dot (GDOT) in Q1 2021, closing a stake of 84,978 shares — an estimated $4.74M sold.

Avalon Investment & Advisory first reported a position in GDOT in Q2 2018 and held it in 6 quarters. The position peaked at $4.83M in Q2 2020. 228 funds tracked by Wall St. Rank hold GDOT as of Q1 2021.

  • Avalon Investment & Advisory reported no remaining Green Dot position as of Q1 2021 after selling out during the quarter.
  • Avalon Investment & Advisory sold 84,978 Green Dot shares in Q1 2021, an estimated $4.74M.
  • Avalon Investment & Advisory first reported a position in Green Dot in Q2 2018 and held it in 6 quarters.
  • Avalon Investment & Advisory's Green Dot position peaked at $4.83M in Q2 2020.
  • 228 funds tracked by Wall St. Rank held Green Dot as of Q1 2021.

Based on Avalon Investment & Advisory's 13F filing for Q1 2021, filed 13 May 2021.