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B. Riley Wealth Advisors’s Green Dot GDOT Stock Holding History

B. Riley 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
-7,730
Closed -$390K – 1442
2021
Q3 		$390K Hold
7,730
– – 0.01% 906
2021
Q2 		$363K Sell
7,730
-730
-9% -$32.5K 0.01% 923
2021
Q1 		$388K Buy
+8,460
New +$441K 0.01% 859

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
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BC
Brahman Capital New York $275M AUM 18.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

B. Riley Wealth Advisors's GDOT Position: Q4 2021 in Review

B. Riley Wealth Advisors sold out of Green Dot (GDOT) in Q4 2021, closing a stake of 7,730 shares — an estimated $390K sold.

B. Riley Wealth Advisors first reported a position in GDOT in Q1 2021 and held it in 3 quarters. The position peaked at $390K in Q3 2021. 211 funds tracked by Wall St. Rank hold GDOT as of Q4 2021.

  • B. Riley Wealth Advisors reported no remaining Green Dot position as of Q4 2021 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 7,730 Green Dot shares in Q4 2021, an estimated $390K.
  • B. Riley Wealth Advisors first reported a position in Green Dot in Q1 2021 and held it in 3 quarters.
  • B. Riley Wealth Advisors's Green Dot position peaked at $390K in Q3 2021.
  • 211 funds tracked by Wall St. Rank held Green Dot as of Q4 2021.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.