JWA
GDOT icon

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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 1-Year Est. Return