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Concourse Financial Group Securities’s Green Dot GDOT Stock Holding History

Concourse Financial Group Securities’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
2022
Q1 		– Sell
-15
Closed -$456 – 2269
2021
Q4 		$1K Hold
15
– – ﹤0.01% 2289
2021
Q3 		$1K Hold
15
– – ﹤0.01% 2315
2021
Q2 		$1K Hold
15
– – ﹤0.01% 2285
2021
Q1 		$1K Hold
15
– – ﹤0.01% 2235
2020
Q4 		$1K Buy
+15
New +$852 ﹤0.01% 2186
2019
Q3 		– Sell
-23
Closed -$851 – 1901
2019
Q2 		$1K Hold
23
– – ﹤0.01% 2102
2019
Q1 		$1K Hold
23
– – ﹤0.01% 2148
2018
Q4 		$1K Buy
+23
New +$1.82K ﹤0.01% 2010

Other funds holding GDOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

Concourse Financial Group Securities's GDOT Position: Q1 2022 in Review

Concourse Financial Group Securities sold out of Green Dot (GDOT) in Q1 2022, closing a stake of 15 shares — an estimated $456 sold.

Concourse Financial Group Securities first reported a position in GDOT in Q4 2018 and held it in 8 quarters. The position peaked at $1K in Q4 2021. 195 funds tracked by Wall St. Rank hold GDOT as of Q1 2022.

  • Concourse Financial Group Securities reported no remaining Green Dot position as of Q1 2022 after selling out during the quarter.
  • Concourse Financial Group Securities sold 15 Green Dot shares in Q1 2022, an estimated $456.
  • Concourse Financial Group Securities first reported a position in Green Dot in Q4 2018 and held it in 8 quarters.
  • Concourse Financial Group Securities's Green Dot position peaked at $1K in Q4 2021.
  • 195 funds tracked by Wall St. Rank held Green Dot as of Q1 2022.

Based on Concourse Financial Group Securities's 13F filing for Q1 2022, filed 9 May 2022.