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LMG Wealth Partners’s Green Dot GDOT Stock Holding History

LMG Wealth Partners’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
2024
Q3 		– Sell
-38,500
Closed -$364K – 125
2024
Q2 		$364K Sell
38,500
-114,754
-75% -$1.07M 0.09% 98
2024
Q1 		$1.43M Sell
153,254
-94,665
-38% -$834K 0.36% 61
2023
Q4 		$2.45M Sell
247,919
-10,000
-4% -$104K 0.68% 44
2023
Q3 		$3.59M Sell
257,919
-4,745
-2% -$78.2K 1.09% 36
2023
Q2 		$4.92M Sell
262,664
-6,055
-2% -$107K 1.51% 25
2023
Q1 		$4.62M Sell
268,719
-6,500
-2% -$114K 1.49% 26
2022
Q4 		$4.8M Buy
+275,219
New +$5.08M 1.59% 26

Other funds holding GDOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LMG Wealth Partners's GDOT Position: Q3 2024 in Review

LMG Wealth Partners sold out of Green Dot (GDOT) in Q3 2024, closing a stake of 38,500 shares — an estimated $364K sold.

LMG Wealth Partners first reported a position in GDOT in Q4 2022 and held it in 7 quarters. The position peaked at $4.92M in Q2 2023. 177 funds tracked by Wall St. Rank hold GDOT as of Q3 2024.

  • LMG Wealth Partners reported no remaining Green Dot position as of Q3 2024 after selling out during the quarter.
  • LMG Wealth Partners sold 38,500 Green Dot shares in Q3 2024, an estimated $364K.
  • LMG Wealth Partners first reported a position in Green Dot in Q4 2022 and held it in 7 quarters.
  • LMG Wealth Partners's Green Dot position peaked at $4.92M in Q2 2023.
  • 177 funds tracked by Wall St. Rank held Green Dot as of Q3 2024.

Based on LMG Wealth Partners's 13F filing for Q3 2024, filed 23 Oct 2024.