Icon Wealth Partners’s Green Dot GDOT Stock Holding History

Icon Wealth Partners’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 Q3	–	Sell	-5,684	Closed	-$279K	–	284
2020 Q2	$279K	Buy	+5,684	New	+$192K	0.07%	196

Other funds holding GDOT

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CAM

Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

NSGL

No Street GP LP San Francisco, California $1.66B AUM 39.91% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Icon Wealth Partners's GDOT Position: Q3 2020 in Review

Icon Wealth Partners sold out of Green Dot (GDOT) in Q3 2020, closing a stake of 5,684 shares — an estimated $279K sold.

Icon Wealth Partners first reported a position in GDOT in Q2 2020 and held it in 1 quarter. The position peaked at $279K in Q2 2020. 231 funds tracked by Wall St. Rank hold GDOT as of Q3 2020.

Icon Wealth Partners reported no remaining Green Dot position as of Q3 2020 after selling out during the quarter.
Icon Wealth Partners sold 5,684 Green Dot shares in Q3 2020, an estimated $279K.
Icon Wealth Partners first reported a position in Green Dot in Q2 2020 and held it in 1 quarter.
Icon Wealth Partners's Green Dot position peaked at $279K in Q2 2020.
231 funds tracked by Wall St. Rank held Green Dot as of Q3 2020.

Based on Icon Wealth Partners's 13F filing for Q3 2020, filed 22 Oct 2020.