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Liberty Wealth Management’s Green Dot GDOT Stock Holding History

Liberty Wealth Management’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
2021
Q4 		– Sell
-712
Closed -$36K – 521
2021
Q3 		$36K Hold
712
– – 0.01% 488
2021
Q2 		$33K Hold
712
– – 0.01% 403
2021
Q1 		$37K Hold
712
– – 0.02% 339
2020
Q4 		$37K Hold
712
– – 0.02% 336
2020
Q3 		$36K Hold
712
– – 0.02% 288
2020
Q2 		$35K Hold
712
– – 0.02% 277
2020
Q1 		$18K Hold
712
– – 0.02% 372
2019
Q4 		$17K Hold
712
– – 0.01% 437
2019
Q3 		$18K Buy
+712
New +$26.4K 0.02% 409

Other funds holding GDOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
State Street
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BC
Brahman Capital New York $275M AUM 18.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Liberty Wealth Management's GDOT Position: Q4 2021 in Review

Liberty Wealth Management sold out of Green Dot (GDOT) in Q4 2021, closing a stake of 712 shares — an estimated $36K sold.

Liberty Wealth Management first reported a position in GDOT in Q3 2019 and held it in 9 quarters. The position peaked at $37K in Q1 2021. 211 funds tracked by Wall St. Rank hold GDOT as of Q4 2021.

  • Liberty Wealth Management reported no remaining Green Dot position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 712 Green Dot shares in Q4 2021, an estimated $36K.
  • Liberty Wealth Management first reported a position in Green Dot in Q3 2019 and held it in 9 quarters.
  • Liberty Wealth Management's Green Dot position peaked at $37K in Q1 2021.
  • 211 funds tracked by Wall St. Rank held Green Dot as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.