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Glassman Wealth Services’s Green Dot GDOT Stock Holding History

Glassman Wealth Services’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
-12
Closed -$1K – 1732
2021
Q3 		$1K Buy
12
+9
+300% +$433 ﹤0.01% 1353
2021
Q2 		$0 Hold
3
– – ﹤0.01% 1527
2021
Q1 		$0 Hold
3
– – ﹤0.01% 1484
2020
Q4 		$0 Hold
3
– – ﹤0.01% 1407
2020
Q3 		$0 Hold
3
– – ﹤0.01% 1383
2020
Q2 		$0 Hold
3
– – ﹤0.01% 1336
2020
Q1 		$0 Sell
3
-12
-80% -$345 ﹤0.01% 1277
2019
Q4 		$0 Buy
15
+2
+15% +$50 ﹤0.01% 1279
2019
Q3 		$0 Buy
13
+10
+333% +$370 ﹤0.01% 1157
2019
Q2 		$0 Hold
3
– – ﹤0.01% 1179
2019
Q1 		$0 Buy
+3
New +$209 ﹤0.01% 1096

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BC
Brahman Capital New York $275M AUM 18.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Glassman Wealth Services's GDOT Position: Q4 2021 in Review

Glassman Wealth Services sold out of Green Dot (GDOT) in Q4 2021, closing a stake of 12 shares — an estimated $1K sold.

Glassman Wealth Services first reported a position in GDOT in Q1 2019 and held it in 11 quarters. The position peaked at $1K in Q3 2021. 211 funds tracked by Wall St. Rank hold GDOT as of Q4 2021.

  • Glassman Wealth Services reported no remaining Green Dot position as of Q4 2021 after selling out during the quarter.
  • Glassman Wealth Services sold 12 Green Dot shares in Q4 2021, an estimated $1K.
  • Glassman Wealth Services first reported a position in Green Dot in Q1 2019 and held it in 11 quarters.
  • Glassman Wealth Services's Green Dot position peaked at $1K in Q3 2021.
  • 211 funds tracked by Wall St. Rank held Green Dot as of Q4 2021.

Based on Glassman Wealth Services's 13F filing for Q4 2021, filed 14 Feb 2022.