Envestnet Asset Management
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Envestnet Asset Management’s Green Dot GDOT Stock Holding History

Envestnet Asset Management’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
-9,328
Closed -$338K – 3975
2021
Q4 		$338K Sell
9,328
-301
-3% -$12.3K ﹤0.01% 3337
2021
Q3 		$485K Buy
+9,629
New +$463K ﹤0.01% 2978
2019
Q3 		– Sell
-20,346
Closed -$995K – 3115
2019
Q2 		$995K Buy
20,346
+12,965
+176% +$706K ﹤0.01% 1946
2019
Q1 		$448K Sell
7,381
-1,515
-17% -$106K ﹤0.01% 2413
2018
Q4 		$707K Buy
+8,896
New +$703K ﹤0.01% 1938
2018
Q3 		– Sell
-3,285
Closed -$242K – 1763
2018
Q2 		$242K Sell
3,285
-231
-7% -$15.9K ﹤0.01% 1588
2018
Q1 		$225K Buy
3,516
+250
+8% +$15.8K ﹤0.01% 1530
2017
Q4 		$197K Sell
3,266
-224
-6% -$13.1K ﹤0.01% 1851
2017
Q3 		$173K Sell
3,490
-2,017
-37% -$89.5K ﹤0.01% 1886
2017
Q2 		$212K Sell
5,507
-3,344
-38% -$121K ﹤0.01% 1856
2017
Q1 		$295K Sell
8,851
-263
-3% -$7.45K ﹤0.01% 1760
2016
Q4 		$214K Sell
9,114
-579
-6% -$13.5K ﹤0.01% 1864
2016
Q3 		$224K Sell
9,693
-3,716
-28% -$87K ﹤0.01% 1971
2016
Q2 		$308K Buy
13,409
+784
+6% +$17.5K ﹤0.01% 1873
2016
Q1 		$290K Sell
12,625
-10,943
-46% -$212K ﹤0.01% 1877
2015
Q4 		$387K Buy
23,568
+760
+3% +$13K ﹤0.01% 1708
2015
Q3 		$401K Buy
22,808
+932
+4% +$17.3K ﹤0.01% 1703
2015
Q2 		$418K Buy
21,876
+4,401
+25% +$71.4K ﹤0.01% 1803
2015
Q1 		$278K Buy
17,475
+9,806
+128% +$168K ﹤0.01% 1816
2014
Q4 		$157K Sell
7,669
-53
-0.7% -$1.15K ﹤0.01% 1059
2014
Q3 		$163K Buy
7,722
+7,593
+5,886% +$143K ﹤0.01% 1156
2014
Q2 		$2K Sell
129
-163
-56% -$3.01K ﹤0.01% 2498
2014
Q1 		$6K Hold
292
– – ﹤0.01% 2045
2013
Q4 		$7K Hold
292
– – ﹤0.01% 1875
2013
Q3 		$8K Sell
292
-115
-28% -$2.66K ﹤0.01% 1784
2013
Q2 		$8K Buy
+407
New +$7.16K ﹤0.01% 1738

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
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return

Envestnet Asset Management's GDOT Position: Q1 2022 in Review

Envestnet Asset Management sold out of Green Dot (GDOT) in Q1 2022, closing a stake of 9,328 shares — an estimated $338K sold.

Envestnet Asset Management first reported a position in GDOT in Q2 2013 and held it in 26 quarters. The position peaked at $995K in Q2 2019. 195 funds tracked by Wall St. Rank hold GDOT as of Q1 2022.

  • Envestnet Asset Management reported no remaining Green Dot position as of Q1 2022 after selling out during the quarter.
  • Envestnet Asset Management sold 9,328 Green Dot shares in Q1 2022, an estimated $338K.
  • Envestnet Asset Management first reported a position in Green Dot in Q2 2013 and held it in 26 quarters.
  • Envestnet Asset Management's Green Dot position peaked at $995K in Q2 2019.
  • 195 funds tracked by Wall St. Rank held Green Dot as of Q1 2022.

Based on Envestnet Asset Management's 13F filing for Q1 2022, filed 4 May 2022.