Ellevest Inc’s Green Dot GDOT Stock Holding History

Ellevest Inc’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
2023 Q2	–	Sell	-20	Closed	-$344	–	846
2023 Q1	$344	Buy	+20	New	+$350	﹤0.01%	1717
2022 Q4	–	Sell	-6	Closed	–	–	1887
2022 Q3	$0	Buy	+6	New	+$138	﹤0.01%	1691

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

Ellevest Inc's GDOT Position: Q2 2023 in Review

Ellevest Inc sold out of Green Dot (GDOT) in Q2 2023, closing a stake of 20 shares — an estimated $344 sold.

Ellevest Inc first reported a position in GDOT in Q3 2022 and held it in 2 quarters. The position peaked at $344 in Q1 2023. 175 funds tracked by Wall St. Rank hold GDOT as of Q2 2023.

Ellevest Inc reported no remaining Green Dot position as of Q2 2023 after selling out during the quarter.
Ellevest Inc sold 20 Green Dot shares in Q2 2023, an estimated $344.
Ellevest Inc first reported a position in Green Dot in Q3 2022 and held it in 2 quarters.
Ellevest Inc's Green Dot position peaked at $344 in Q1 2023.
175 funds tracked by Wall St. Rank held Green Dot as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.