Avior Wealth Management’s Green Dot GDOT Stock Holding History

Avior Wealth 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
2025 Q1	–	Sell	-100	Closed	-$1.06K	–	1354
2024 Q4	$1.06K	Hold	100	–	–	﹤0.01%	2195
2024 Q3	$1.17K	Hold	100	–	–	﹤0.01%	2063
2024 Q2	$945	Sell	100 -9	-8%	-$84	﹤0.01%	2035
2024 Q1	$1.02K	Buy	109 +9	+9%	+$79	﹤0.01%	2397
2023 Q4	$990	Hold	100	–	–	﹤0.01%	1376
2023 Q3	$1.39K	Hold	100	–	–	﹤0.01%	1417
2023 Q2	$1.87K	Hold	100	–	–	﹤0.01%	1359
2023 Q1	$1.72K	Hold	100	–	–	﹤0.01%	1405
2022 Q4	$1.58K	Hold	100	–	–	﹤0.01%	1071
2022 Q3	$1K	Hold	100	–	–	﹤0.01%	1082
2022 Q2	$2K	Hold	100	–	–	﹤0.01%	945
2022 Q1	$2K	Hold	100	–	–	﹤0.01%	980
2021 Q4	$3K	Hold	100	–	–	﹤0.01%	936
2021 Q3	$5K	Buy	+100	New	+$4.81K	﹤0.01%	850
2017 Q2	–	Sell	-100	Closed	-$3K	–	463
2017 Q1	$3K	Hold	100	–	–	﹤0.01%	433
2016 Q4	$2K	Hold	100	–	–	﹤0.01%	449
2016 Q3	$2K	Hold	100	–	–	﹤0.01%	426
2016 Q2	$2K	Hold	100	–	–	﹤0.01%	421
2016 Q1	$2K	Hold	100	–	–	﹤0.01%	438
2015 Q4	$2K	Hold	100	–	–	﹤0.01%	404
2015 Q3	$2K	Hold	100	–	–	﹤0.01%	370
2015 Q2	$2K	Hold	100	–	–	﹤0.01%	352
2015 Q1	$2K	Hold	100	–	–	﹤0.01%	322
2014 Q4	$2K	Hold	100	–	–	﹤0.01%	304
2014 Q3	$2K	Hold	100	–	–	﹤0.01%	302
2014 Q2	$2K	Hold	100	–	–	﹤0.01%	304
2014 Q1	$2K	Buy	+100	New	+$2.21K	﹤0.01%	312

Other funds holding GDOT

TCM

Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Avior Wealth Management's GDOT Position: Q1 2025 in Review

Avior Wealth Management sold out of Green Dot (GDOT) in Q1 2025, closing a stake of 100 shares — an estimated $1.06K sold.

Avior Wealth Management first reported a position in GDOT in Q1 2014 and held it in 27 quarters. The position peaked at $5K in Q3 2021. 182 funds tracked by Wall St. Rank hold GDOT as of Q1 2025.

Avior Wealth Management reported no remaining Green Dot position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 100 Green Dot shares in Q1 2025, an estimated $1.06K.
Avior Wealth Management first reported a position in Green Dot in Q1 2014 and held it in 27 quarters.
Avior Wealth Management's Green Dot position peaked at $5K in Q3 2021.
182 funds tracked by Wall St. Rank held Green Dot as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.