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Clarus Wealth Advisors’s Green Dot GDOT Stock Holding History

Clarus Wealth 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
2019
Q1 		– Sell
-3,052
Closed -$243K – 701
2018
Q4 		$243K Sell
3,052
-183
-6% -$14.5K 0.38% 55
2018
Q3 		$287K Buy
+3,235
New +$269K 0.19% 70

Other funds holding GDOT

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Clarus Wealth Advisors's GDOT Position: Q1 2019 in Review

Clarus Wealth Advisors sold out of Green Dot (GDOT) in Q1 2019, closing a stake of 3,052 shares — an estimated $243K sold.

Clarus Wealth Advisors first reported a position in GDOT in Q3 2018 and held it in 2 quarters. The position peaked at $287K in Q3 2018. 277 funds tracked by Wall St. Rank hold GDOT as of Q1 2019.

  • Clarus Wealth Advisors reported no remaining Green Dot position as of Q1 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 3,052 Green Dot shares in Q1 2019, an estimated $243K.
  • Clarus Wealth Advisors first reported a position in Green Dot in Q3 2018 and held it in 2 quarters.
  • Clarus Wealth Advisors's Green Dot position peaked at $287K in Q3 2018.
  • 277 funds tracked by Wall St. Rank held Green Dot as of Q1 2019.

Based on Clarus Wealth Advisors's 13F filing for Q1 2019, filed 4 Apr 2019.