MWM
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Modera Wealth Management’s Green Dot GDOT Stock Holding History

Modera 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
2024
Q2 		– Sell
-19,644
Closed -$183K – 579
2024
Q1 		$183K Hold
19,644
– – ﹤0.01% 547
2023
Q4 		$194K Hold
19,644
– – ﹤0.01% 501
2023
Q3 		$274K Hold
19,644
– – 0.01% 471
2023
Q2 		$368K Hold
19,644
– – 0.01% 433
2023
Q1 		$337K Hold
19,644
– – 0.01% 269
2022
Q4 		$311K Sell
19,644
-4,500
-19% -$83K 0.01% 278
2022
Q3 		$458K Buy
24,144
+6,248
+35% +$144K 0.02% 193
2022
Q2 		$449K Sell
17,896
-4
-0% -$108 0.02% 203
2022
Q1 		$492K Buy
+17,900
New +$544K 0.02% 211

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Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return