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Legacy Financial Advisors’s Green Dot GDOT Stock Holding History

Legacy Financial 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
Q2 		– Sell
-115
Closed -$7K – 414
2019
Q1 		$7K Sell
115
-255
-69% -$17.8K ﹤0.01% 690
2018
Q4 		$29K Buy
+370
New +$29.2K 0.01% 342

Other funds holding GDOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Legacy Financial Advisors's GDOT Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Green Dot (GDOT) in Q2 2019, closing a stake of 115 shares — an estimated $7K sold.

Legacy Financial Advisors first reported a position in GDOT in Q4 2018 and held it in 2 quarters. The position peaked at $29K in Q4 2018. 252 funds tracked by Wall St. Rank hold GDOT as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Green Dot position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 115 Green Dot shares in Q2 2019, an estimated $7K.
  • Legacy Financial Advisors first reported a position in Green Dot in Q4 2018 and held it in 2 quarters.
  • Legacy Financial Advisors's Green Dot position peaked at $29K in Q4 2018.
  • 252 funds tracked by Wall St. Rank held Green Dot as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.