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JOYN Advisors’s Green Dot GDOT Stock Holding History

JOYN 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
2019
Q1 		– Sell
-92
Closed -$7K – 597
2018
Q4 		$7K Buy
92
+66
+254% +$5.21K ﹤0.01% 1110
2018
Q3 		$2K Buy
26
+8
+44% +$665 ﹤0.01% 1458
2018
Q2 		$1K Buy
+18
New +$1.24K ﹤0.01% 1575

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

JOYN Advisors's GDOT Position: Q1 2019 in Review

JOYN Advisors sold out of Green Dot (GDOT) in Q1 2019, closing a stake of 92 shares — an estimated $7K sold.

JOYN Advisors first reported a position in GDOT in Q2 2018 and held it in 3 quarters. The position peaked at $7K in Q4 2018. 277 funds tracked by Wall St. Rank hold GDOT as of Q1 2019.

  • JOYN Advisors reported no remaining Green Dot position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 92 Green Dot shares in Q1 2019, an estimated $7K.
  • JOYN Advisors first reported a position in Green Dot in Q2 2018 and held it in 3 quarters.
  • JOYN Advisors's Green Dot position peaked at $7K in Q4 2018.
  • 277 funds tracked by Wall St. Rank held Green Dot as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.