Lenox Wealth Advisors’s Green Dot GDOT Stock Holding History

Lenox 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	-16	Closed	-$1K	–	852
2021 Q4	$1K	Buy	+16	New	+$654	﹤0.01%	839

Other funds holding GDOT

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

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

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 $666B 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

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

Lenox Wealth Advisors's GDOT Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of Green Dot (GDOT) in Q1 2022, closing a stake of 16 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in GDOT in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 195 funds tracked by Wall St. Rank hold GDOT as of Q1 2022.

Lenox Wealth Advisors reported no remaining Green Dot position as of Q1 2022 after selling out during the quarter.
Lenox Wealth Advisors sold 16 Green Dot shares in Q1 2022, an estimated $1K.
Lenox Wealth Advisors first reported a position in Green Dot in Q4 2021 and held it in 1 quarter.
Lenox Wealth Advisors's Green Dot position peaked at $1K in Q4 2021.
195 funds tracked by Wall St. Rank held Green Dot as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.