JSW
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Journey Strategic Wealth’s Green Dot GDOT Stock Holding History

Journey Strategic Wealth’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
Q2 		– Sell
-11,654
Closed -$109K – 407
2024
Q1 		$109K Sell
11,654
-1,262
-10% -$11.1K ﹤0.01% 309
2023
Q4 		$128K Buy
+12,916
New +$135K 0.01% 223

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 $3.37T AUM 44.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Journey Strategic Wealth's GDOT Position: Q2 2024 in Review

Journey Strategic Wealth sold out of Green Dot (GDOT) in Q2 2024, closing a stake of 11,654 shares — an estimated $109K sold.

Journey Strategic Wealth first reported a position in GDOT in Q4 2023 and held it in 2 quarters. The position peaked at $128K in Q4 2023. 194 funds tracked by Wall St. Rank hold GDOT as of Q2 2024.

  • Journey Strategic Wealth reported no remaining Green Dot position as of Q2 2024 after selling out during the quarter.
  • Journey Strategic Wealth sold 11,654 Green Dot shares in Q2 2024, an estimated $109K.
  • Journey Strategic Wealth first reported a position in Green Dot in Q4 2023 and held it in 2 quarters.
  • Journey Strategic Wealth's Green Dot position peaked at $128K in Q4 2023.
  • 194 funds tracked by Wall St. Rank held Green Dot as of Q2 2024.

Based on Journey Strategic Wealth's 13F filing for Q2 2024, filed 14 Aug 2024.