Linscomb Wealth’s Green Dot GDOT Stock Holding History

Linscomb Wealth’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
2020 Q2	–	Sell	-15,264	Closed	-$388K	–	325
2020 Q1	$388K	Sell	15,264 -4,040	-21%	-$116K	0.03%	298
2019 Q4	$450K	Buy	+19,304	New	+$481K	0.03%	330

Other funds holding GDOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

NSGL

No Street GP LP San Francisco, California $1.66B AUM 39.91% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CAM

Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

Brahman Capital New York $275M AUM 18.08% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Linscomb Wealth's GDOT Position: Q2 2020 in Review

Linscomb Wealth sold out of Green Dot (GDOT) in Q2 2020, closing a stake of 15,264 shares — an estimated $388K sold.

Linscomb Wealth first reported a position in GDOT in Q4 2019 and held it in 2 quarters. The position peaked at $450K in Q4 2019. 231 funds tracked by Wall St. Rank hold GDOT as of Q2 2020.

Linscomb Wealth reported no remaining Green Dot position as of Q2 2020 after selling out during the quarter.
Linscomb Wealth sold 15,264 Green Dot shares in Q2 2020, an estimated $388K.
Linscomb Wealth first reported a position in Green Dot in Q4 2019 and held it in 2 quarters.
Linscomb Wealth's Green Dot position peaked at $450K in Q4 2019.
231 funds tracked by Wall St. Rank held Green Dot as of Q2 2020.

Based on Linscomb Wealth's 13F filing for Q2 2020, filed 11 Aug 2020.