Crewe Advisors’s Green Dot GDOT Stock Holding History

Crewe 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
2022 Q4	–	Sell	-116	Closed	-$2K	–	1118
2022 Q3	$2K	Hold	116	–	–	﹤0.01%	1042
2022 Q2	$3K	Buy	+116	New	+$3.14K	﹤0.01%	892
2019 Q3	–	Sell	-2,720	Closed	-$133K	–	255
2019 Q2	$133K	Buy	+2,720	New	+$148K	0.04%	100

Other funds holding GDOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Crewe Advisors's GDOT Position: Q4 2022 in Review

Crewe Advisors sold out of Green Dot (GDOT) in Q4 2022, closing a stake of 116 shares — an estimated $2K sold.

Crewe Advisors first reported a position in GDOT in Q2 2019 and held it in 3 quarters. The position peaked at $133K in Q2 2019. 179 funds tracked by Wall St. Rank hold GDOT as of Q4 2022.

Crewe Advisors reported no remaining Green Dot position as of Q4 2022 after selling out during the quarter.
Crewe Advisors sold 116 Green Dot shares in Q4 2022, an estimated $2K.
Crewe Advisors first reported a position in Green Dot in Q2 2019 and held it in 3 quarters.
Crewe Advisors's Green Dot position peaked at $133K in Q2 2019.
179 funds tracked by Wall St. Rank held Green Dot as of Q4 2022.

Based on Crewe Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.