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JIR
James Investment Research’s
Green Dot
GDOT
Stock Holding History
James Investment Research’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
Q3
–
Sell
-6,300
Closed
-$295K
–
511
2021
Q2
$295K
Hold
6,300
–
–
0.03%
253
2021
Q1
$288K
Sell
6,300
-2,159
-26%
-$112K
0.03%
243
2020
Q4
$472K
Buy
+8,459
New
+$480K
0.04%
216
2019
Q1
–
Sell
-1,370
Closed
-$109K
–
851
2018
Q4
$109K
Hold
1,370
–
–
0.01%
577
2018
Q3
$122K
Hold
1,370
–
–
0.01%
603
2018
Q2
$101K
Sell
1,370
-270
-16%
-$18.6K
﹤0.01%
621
2018
Q1
$105K
Sell
1,640
-38,780
-96%
-$2.44M
﹤0.01%
606
2017
Q4
$2.44M
Buy
40,420
+29,580
+273%
+$1.73M
0.08%
217
2017
Q3
$537K
Sell
10,840
-62,505
-85%
-$2.77M
0.02%
488
2017
Q2
$2.83M
Buy
+73,345
New
+$2.65M
0.09%
167
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SV
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$865B AUM
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$2.9T AUM
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1-Year Est. Return
BC
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$275M AUM
18.08%
1-Year Est. Return
CAM
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$3.08B AUM
21.94%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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