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Avantax Planning Partners’s Green Dot GDOT Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-994
Closed -$88K – 626
2018
Q3 		$88K Buy
+994
New +$82.6K 0.01% 377
2018
Q2 		– Sell
-1,023
Closed -$66K – 689
2018
Q1 		$66K Buy
+1,023
New +$64.5K 0.01% 478

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Avantax Planning Partners's GDOT Position: Q4 2018 in Review

Avantax Planning Partners sold out of Green Dot (GDOT) in Q4 2018, closing a stake of 994 shares — an estimated $88K sold.

Avantax Planning Partners first reported a position in GDOT in Q1 2018 and held it in 2 quarters. The position peaked at $88K in Q3 2018. 281 funds tracked by Wall St. Rank hold GDOT as of Q4 2018.

  • Avantax Planning Partners reported no remaining Green Dot position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 994 Green Dot shares in Q4 2018, an estimated $88K.
  • Avantax Planning Partners first reported a position in Green Dot in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Green Dot position peaked at $88K in Q3 2018.
  • 281 funds tracked by Wall St. Rank held Green Dot as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.