Cerity Partners
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Cerity Partners’s Green Dot GDOT Stock Holding History

Cerity Partners’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
2025
Q1 		– Sell
-11,235
Closed -$127K – 2528
2024
Q4 		$127K Sell
11,235
-3,477
-24% -$38.4K ﹤0.01% 2310
2024
Q3 		$172K Buy
14,712
+1,715
+13% +$17.9K ﹤0.01% 2354
2024
Q2 		$123K Buy
12,997
+1,341
+12% +$12.5K ﹤0.01% 2089
2024
Q1 		$109K Buy
+11,656
New +$103K ﹤0.01% 2202

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SV
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Cerity Partners's GDOT Position: Q1 2025 in Review

Cerity Partners sold out of Green Dot (GDOT) in Q1 2025, closing a stake of 11,235 shares — an estimated $127K sold.

Cerity Partners first reported a position in GDOT in Q1 2024 and held it in 4 quarters. The position peaked at $172K in Q3 2024. 182 funds tracked by Wall St. Rank hold GDOT as of Q1 2025.

  • Cerity Partners reported no remaining Green Dot position as of Q1 2025 after selling out during the quarter.
  • Cerity Partners sold 11,235 Green Dot shares in Q1 2025, an estimated $127K.
  • Cerity Partners first reported a position in Green Dot in Q1 2024 and held it in 4 quarters.
  • Cerity Partners's Green Dot position peaked at $172K in Q3 2024.
  • 182 funds tracked by Wall St. Rank held Green Dot as of Q1 2025.

Based on Cerity Partners's 13F filing for Q1 2025, filed 30 Apr 2025.