MWM
GDOT icon

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

Other funds holding GDOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Modera Wealth Management's GDOT Position: Q2 2024 in Review

Modera Wealth Management sold out of Green Dot (GDOT) in Q2 2024, closing a stake of 19,644 shares — an estimated $183K sold.

Modera Wealth Management first reported a position in GDOT in Q1 2022 and held it in 9 quarters. The position peaked at $492K in Q1 2022. 194 funds tracked by Wall St. Rank hold GDOT as of Q2 2024.

  • Modera Wealth Management reported no remaining Green Dot position as of Q2 2024 after selling out during the quarter.
  • Modera Wealth Management sold 19,644 Green Dot shares in Q2 2024, an estimated $183K.
  • Modera Wealth Management first reported a position in Green Dot in Q1 2022 and held it in 9 quarters.
  • Modera Wealth Management's Green Dot position peaked at $492K in Q1 2022.
  • 194 funds tracked by Wall St. Rank held Green Dot as of Q2 2024.

Based on Modera Wealth Management's 13F filing for Q2 2024, filed 29 Jul 2024.