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Berman Capital Advisors’s Green Dot GDOT Stock Holding History

Berman Capital 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
Q3 		$4K Buy
+98
New +$4.71K ﹤0.01% 1487
2019
Q4 		– Sell
-161
Closed -$4K – 1491
2019
Q3 		$4K Buy
161
+111
+222% +$4.11K ﹤0.01% 998
2019
Q2 		$2K Buy
+50
New +$2.72K ﹤0.01% 1195

Other funds holding GDOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BC
Brahman Capital New York $275M AUM 18.08% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Berman Capital Advisors's GDOT Position: Q3 2021 in Review

Berman Capital Advisors opened a new position in Green Dot (GDOT) in Q3 2021: 98 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #1487 among its holdings. This is a return to the name: Berman Capital Advisors previously reported a position in GDOT as recently as Q3 2019.

Berman Capital Advisors first reported a position in GDOT in Q2 2019 and has held it in 3 quarters since. 206 funds tracked by Wall St. Rank hold GDOT as of Q3 2021.

  • Berman Capital Advisors held 98 shares of Green Dot worth $4K as of Q3 2021.
  • Green Dot was a new Berman Capital Advisors position in Q3 2021.
  • Green Dot made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1487 holding.
  • Berman Capital Advisors first reported a position in Green Dot in Q2 2019 and has held it in 3 quarters since.
  • 206 funds tracked by Wall St. Rank held Green Dot as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.