GKWIM
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Gerber Kawasaki Wealth & Investment Management’s Green Dot GDOT Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2021
Q4 		– Sell
-250
Closed -$12K – 587
2021
Q3 		$12K Buy
+250
New +$12K ﹤0.01% 598

Other funds holding GDOT

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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BC
Brahman Capital New York $275M AUM 18.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's GDOT Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Green Dot (GDOT) in Q4 2021, closing a stake of 250 shares — an estimated $12K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in GDOT in Q3 2021 and held it in 1 quarter. The position peaked at $12K in Q3 2021. 211 funds tracked by Wall St. Rank hold GDOT as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Green Dot position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 250 Green Dot shares in Q4 2021, an estimated $12K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Green Dot in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Green Dot position peaked at $12K in Q3 2021.
  • 211 funds tracked by Wall St. Rank held Green Dot as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.