Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
JMPWA
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
$5.7T AUM
30.48%
1-Year Est. Return
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
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
CAM
Contour Asset Management
New York
$3.08B AUM
21.94%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
Federated Hermes
Pittsburgh, Pennsylvania
$61.5B AUM
30.7%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
GF
Greenhouse Funds
Baltimore, Maryland
$2.11B AUM
12.38%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close