Blue Trust Inc’s Green Dot GDOT Stock Holding History

Blue Trust Inc’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
2024 Q1	–	Sell	-212	Closed	-$3K	–	2397
2023 Q4	$3K	Buy	212 +155	+272%	+$1.62K	﹤0.01%	2016
2023 Q3	$1K	Sell	57 -28	-33%	-$462	﹤0.01%	1916
2023 Q2	$1K	Buy	85 +64	+305%	+$1.14K	﹤0.01%	1848
2023 Q1	$0	Buy	+21	New	+$367	﹤0.01%	2433

Other funds holding GDOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

DIA

Dana Investment Advisors Waukesha, Wisconsin $3.84B AUM 38.84% 1-Year Est. Return

Blue Trust Inc's GDOT Position: Q1 2024 in Review

Blue Trust Inc sold out of Green Dot (GDOT) in Q1 2024, closing a stake of 212 shares — an estimated $3K sold.

Blue Trust Inc first reported a position in GDOT in Q1 2023 and held it in 4 quarters. The position peaked at $3K in Q4 2023. 199 funds tracked by Wall St. Rank hold GDOT as of Q1 2024.

Blue Trust Inc reported no remaining Green Dot position as of Q1 2024 after selling out during the quarter.
Blue Trust Inc sold 212 Green Dot shares in Q1 2024, an estimated $3K.
Blue Trust Inc first reported a position in Green Dot in Q1 2023 and held it in 4 quarters.
Blue Trust Inc's Green Dot position peaked at $3K in Q4 2023.
199 funds tracked by Wall St. Rank held Green Dot as of Q1 2024.

Based on Blue Trust Inc's 13F filing for Q1 2024, filed 1 May 2024.