JFS Wealth Advisors’s Green Dot GDOT Stock Holding History

JFS Wealth Advisors’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 Q1	–	Sell	-26	Closed	-$411	–	1972
2022 Q4	$411	Buy	26 +25	+2,500%	+$461	﹤0.01%	1762
2022 Q3	$0	Sell	1 -25	-96%	-$576	﹤0.01%	1795
2022 Q2	$1K	Buy	26 +13	+100%	+$352	﹤0.01%	1529
2022 Q1	$0	Buy	13 +1	+8%	+$30	﹤0.01%	1872
2021 Q4	$0	Buy	+12	New	+$490	﹤0.01%	1771
2020 Q3	–	Sell	-16	Closed	-$1K	–	571
2020 Q2	$1K	Buy	+16	New	+$542	﹤0.01%	510

Other funds holding GDOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return

JFS Wealth Advisors's GDOT Position: Q1 2023 in Review

JFS Wealth Advisors sold out of Green Dot (GDOT) in Q1 2023, closing a stake of 26 shares — an estimated $411 sold.

JFS Wealth Advisors first reported a position in GDOT in Q2 2020 and held it in 6 quarters. The position peaked at $1K in Q2 2022. 185 funds tracked by Wall St. Rank hold GDOT as of Q1 2023.

JFS Wealth Advisors reported no remaining Green Dot position as of Q1 2023 after selling out during the quarter.
JFS Wealth Advisors sold 26 Green Dot shares in Q1 2023, an estimated $411.
JFS Wealth Advisors first reported a position in Green Dot in Q2 2020 and held it in 6 quarters.
JFS Wealth Advisors's Green Dot position peaked at $1K in Q2 2022.
185 funds tracked by Wall St. Rank held Green Dot as of Q1 2023.

Based on JFS Wealth Advisors's 13F filing for Q1 2023, filed 19 Apr 2023.