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CAPTRUST Financial Advisors’s
Green Dot
GDOT
Stock Holding History
CAPTRUST Financial Advisors’s Portfolio
GDOT Stock Details
GDOT Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q3
–
Sell
-1,229
Closed
-$31K
–
2829
2022
Q2
$31K
Sell
1,229
-32
-3%
-$866
﹤0.01%
3099
2022
Q1
$35K
Sell
1,261
-916
-42%
-$27.8K
﹤0.01%
3047
2021
Q4
$79K
Sell
2,177
-397
-15%
-$16.2K
﹤0.01%
2336
2021
Q3
$130K
Sell
2,574
-215
-8%
-$10.3K
﹤0.01%
1864
2021
Q2
$131K
Sell
2,789
-596
-18%
-$26.6K
﹤0.01%
1816
2021
Q1
$155K
Buy
3,385
+3,275
+2,977%
+$171K
﹤0.01%
1656
2020
Q4
$6K
Buy
110
+60
+120%
+$3.41K
﹤0.01%
2770
2020
Q3
$3K
Buy
+50
New
+$2.56K
﹤0.01%
2656
Other funds holding GDOT
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$5.7T AUM
30.48%
1-Year Est. Return
Vanguard Group
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$6.9T AUM
27.45%
1-Year Est. Return
SV
Starboard Value
New York
$4.57B AUM
4.97%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
T. Rowe Price Investment Management
Baltimore, Maryland
$145B AUM
22.78%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Federated Hermes
Pittsburgh, Pennsylvania
$61.5B AUM
30.7%
1-Year Est. Return
BC
Brahman Capital
New York
$275M AUM
18.08%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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