FGC
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Financial Gravity Companies’s Green Dot GDOT Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$1K Buy
+13
New +$1.03K ﹤0.01% 1096
2018
Q1 		$2K Sell
40
-19
-32% -$1.2K ﹤0.01% 952
2017
Q4 		$4K Buy
+59
New +$3.46K ﹤0.01% 766

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Financial Gravity Companies's GDOT Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Green Dot (GDOT) in Q4 2018: 13 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1096 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in GDOT as recently as Q1 2018.

Financial Gravity Companies first reported a position in GDOT in Q4 2017 and has held it in 3 quarters since. The position peaked at $4K in Q4 2017. 281 funds tracked by Wall St. Rank hold GDOT as of Q4 2018.

  • Financial Gravity Companies held 13 shares of Green Dot worth $1K as of Q4 2018.
  • Green Dot was a new Financial Gravity Companies position in Q4 2018.
  • Green Dot made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #1096 holding.
  • Financial Gravity Companies first reported a position in Green Dot in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's Green Dot position peaked at $4K in Q4 2017.
  • 281 funds tracked by Wall St. Rank held Green Dot as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.