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Capital Performance Advisors’s Green Dot GDOT Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-702
Closed -$8.22K – 1122
2024
Q3 		$8.22K Buy
+702
New +$7.34K ﹤0.01% 917

Other funds holding GDOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Performance Advisors's GDOT Position: Q4 2024 in Review

Capital Performance Advisors sold out of Green Dot (GDOT) in Q4 2024, closing a stake of 702 shares — an estimated $8.22K sold.

Capital Performance Advisors first reported a position in GDOT in Q3 2024 and held it in 1 quarter. The position peaked at $8.22K in Q3 2024. 180 funds tracked by Wall St. Rank hold GDOT as of Q4 2024.

  • Capital Performance Advisors reported no remaining Green Dot position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 702 Green Dot shares in Q4 2024, an estimated $8.22K.
  • Capital Performance Advisors first reported a position in Green Dot in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Green Dot position peaked at $8.22K in Q3 2024.
  • 180 funds tracked by Wall St. Rank held Green Dot as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.