Ken Fisher’s Green Dot GDOT Stock Holding History

Ken Fisher’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 Q4	–	Sell	-968	Closed	-$13.5K	–	1036
2023 Q3	$13.5K	Hold	968	–	–	﹤0.01%	1086
2023 Q2	$18.1K	Buy	+968	New	+$17.2K	﹤0.01%	1084

Other funds holding GDOT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Ken Fisher's GDOT Position: Q4 2023 in Review

Ken Fisher sold out of Green Dot (GDOT) in Q4 2023, closing a stake of 968 shares — an estimated $13.5K sold.

Ken Fisher first reported a position in GDOT in Q2 2023 and held it in 2 quarters. The position peaked at $18.1K in Q2 2023. 206 funds tracked by Wall St. Rank hold GDOT as of Q4 2023.

Ken Fisher reported no remaining Green Dot position as of Q4 2023 after selling out during the quarter.
Ken Fisher sold 968 Green Dot shares in Q4 2023, an estimated $13.5K.
Ken Fisher first reported a position in Green Dot in Q2 2023 and held it in 2 quarters.
Ken Fisher's Green Dot position peaked at $18.1K in Q2 2023.
206 funds tracked by Wall St. Rank held Green Dot as of Q4 2023.

Based on Fisher Asset Management's 13F filing for Q4 2023, filed 6 Feb 2024.