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IQ EQ Fund Management’s Green Dot GDOT Stock Holding History

IQ EQ Fund 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
2024
Q3 		– Sell
-10,341
Closed -$97.7K – 329
2024
Q2 		$97.7K Sell
10,341
-10,589
-51% -$98.5K 0.01% 301
2024
Q1 		$195K Sell
20,930
-1,399
-6% -$12.3K 0.02% 290
2023
Q4 		$221K Buy
+22,329
New +$233K 0.03% 265
2023
Q3 		– Sell
-10,808
Closed -$203K – 249
2023
Q2 		$203K Buy
+10,808
New +$192K 0.04% 239

Other funds holding GDOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IQ EQ Fund Management's GDOT Position: Q3 2024 in Review

IQ EQ Fund Management sold out of Green Dot (GDOT) in Q3 2024, closing a stake of 10,341 shares — an estimated $97.7K sold.

IQ EQ Fund Management first reported a position in GDOT in Q2 2023 and held it in 4 quarters. The position peaked at $221K in Q4 2023. 177 funds tracked by Wall St. Rank hold GDOT as of Q3 2024.

  • IQ EQ Fund Management reported no remaining Green Dot position as of Q3 2024 after selling out during the quarter.
  • IQ EQ Fund Management sold 10,341 Green Dot shares in Q3 2024, an estimated $97.7K.
  • IQ EQ Fund Management first reported a position in Green Dot in Q2 2023 and held it in 4 quarters.
  • IQ EQ Fund Management's Green Dot position peaked at $221K in Q4 2023.
  • 177 funds tracked by Wall St. Rank held Green Dot as of Q3 2024.

Based on IQ EQ Fund Management's 13F filing for Q3 2024, filed 16 Oct 2024.