BOK Financial’s Green Dot GDOT Stock Holding History

BOK Financial’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
2023 Q4	–	Sell	-8,210	Closed	-$91.8K	–	1277
2023 Q3	$91.8K	Buy	+8,210	New	+$135K	﹤0.01%	714
2021 Q1	–	Sell	-17,525	Closed	-$978K	–	921
2020 Q4	$978K	Buy	+17,525	New	+$995K	0.02%	519

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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

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

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

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

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

BOK Financial's GDOT Position: Q4 2023 in Review

BOK Financial sold out of Green Dot (GDOT) in Q4 2023, closing a stake of 8,210 shares — an estimated $91.8K sold.

BOK Financial first reported a position in GDOT in Q4 2020 and held it in 2 quarters. The position peaked at $978K in Q4 2020. 206 funds tracked by Wall St. Rank hold GDOT as of Q4 2023.

BOK Financial reported no remaining Green Dot position as of Q4 2023 after selling out during the quarter.
BOK Financial sold 8,210 Green Dot shares in Q4 2023, an estimated $91.8K.
BOK Financial first reported a position in Green Dot in Q4 2020 and held it in 2 quarters.
BOK Financial's Green Dot position peaked at $978K in Q4 2020.
206 funds tracked by Wall St. Rank held Green Dot as of Q4 2023.

Based on BOK Financial's 13F filing for Q4 2023, filed 14 Feb 2024.