Janney Montgomery Scott
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Janney Montgomery Scott’s Green Dot GDOT Stock Holding History

Janney Montgomery Scott’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
2023
Q2 		– Sell
-23,241
Closed -$399K – 2665
2023
Q1 		$399K Buy
23,241
+4,184
+22% +$73.1K ﹤0.01% 1860
2022
Q4 		$301K Buy
+19,057
New +$351K ﹤0.01% 2124

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Janney Montgomery Scott's GDOT Position: Q2 2023 in Review

Janney Montgomery Scott sold out of Green Dot (GDOT) in Q2 2023, closing a stake of 23,241 shares — an estimated $399K sold.

Janney Montgomery Scott first reported a position in GDOT in Q4 2022 and held it in 2 quarters. The position peaked at $399K in Q1 2023. 175 funds tracked by Wall St. Rank hold GDOT as of Q2 2023.

  • Janney Montgomery Scott reported no remaining Green Dot position as of Q2 2023 after selling out during the quarter.
  • Janney Montgomery Scott sold 23,241 Green Dot shares in Q2 2023, an estimated $399K.
  • Janney Montgomery Scott first reported a position in Green Dot in Q4 2022 and held it in 2 quarters.
  • Janney Montgomery Scott's Green Dot position peaked at $399K in Q1 2023.
  • 175 funds tracked by Wall St. Rank held Green Dot as of Q2 2023.

Based on Janney Montgomery Scott's 13F filing for Q2 2023, filed 26 Jul 2023.