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Harvest Group Wealth Management’s Green Dot GDOT Stock Holding History

Harvest Group Wealth 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
2020
Q1 		– Sell
-110
Closed -$2K – 674
2019
Q4 		$2K Buy
+110
New +$2.74K ﹤0.01% 613

Other funds holding GDOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
NSGL
No Street GP LP San Francisco, California $1.5B AUM 34.53% 1-Year Est. Return
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Harvest Group Wealth Management's GDOT Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of Green Dot (GDOT) in Q1 2020, closing a stake of 110 shares — an estimated $2K sold.

Harvest Group Wealth Management first reported a position in GDOT in Q4 2019 and held it in 1 quarter. The position peaked at $2K in Q4 2019. 205 funds tracked by Wall St. Rank hold GDOT as of Q1 2020.

  • Harvest Group Wealth Management reported no remaining Green Dot position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 110 Green Dot shares in Q1 2020, an estimated $2K.
  • Harvest Group Wealth Management first reported a position in Green Dot in Q4 2019 and held it in 1 quarter.
  • Harvest Group Wealth Management's Green Dot position peaked at $2K in Q4 2019.
  • 205 funds tracked by Wall St. Rank held Green Dot as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.