JP Morgan Private Wealth Advisors’s Green Dot GDOT Stock Holding History

JP Morgan Private 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
2022 Q1	–	Sell	-7,296	Closed	-$264K	–	2034
2021 Q4	$264K	Buy	7,296 +28	+0.4%	+$1.14K	﹤0.01%	1796
2021 Q3	$366K	Buy	7,268 +333	+5%	+$16K	﹤0.01%	1627
2021 Q2	$325K	Buy	+6,935	New	+$309K	﹤0.01%	1645
2021 Q1	–	Sell	-7,036	Closed	-$393K	–	1770
2020 Q4	$393K	Buy	7,036 +101	+1%	+$5.74K	﹤0.01%	1382
2020 Q3	$351K	Hold	6,935	–	–	﹤0.01%	1297
2020 Q2	$340K	Buy	+6,935	New	+$235K	﹤0.01%	1252
2019 Q3	–	Sell	-7,245	Closed	-$354K	–	1449
2019 Q2	$354K	Buy	7,245 +7	+0.1%	+$381	﹤0.01%	1085
2019 Q1	$439K	Hold	7,238	–	–	﹤0.01%	1074
2018 Q4	$576K	Buy	+7,238	New	+$572K	﹤0.01%	918

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

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

CAM

Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return

JP Morgan Private Wealth Advisors's GDOT Position: Q1 2022 in Review

JP Morgan Private Wealth Advisors sold out of Green Dot (GDOT) in Q1 2022, closing a stake of 7,296 shares — an estimated $264K sold.

JP Morgan Private Wealth Advisors first reported a position in GDOT in Q4 2018 and held it in 9 quarters. The position peaked at $576K in Q4 2018. 195 funds tracked by Wall St. Rank hold GDOT as of Q1 2022.

JP Morgan Private Wealth Advisors reported no remaining Green Dot position as of Q1 2022 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 7,296 Green Dot shares in Q1 2022, an estimated $264K.
JP Morgan Private Wealth Advisors first reported a position in Green Dot in Q4 2018 and held it in 9 quarters.
JP Morgan Private Wealth Advisors's Green Dot position peaked at $576K in Q4 2018.
195 funds tracked by Wall St. Rank held Green Dot as of Q1 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.