Moser Wealth Advisors’s Green Dot GDOT Stock Holding History

Moser Wealth Advisors’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 Q3	–	Sell	-100	Closed	-$5K	–	145
2021 Q2	$5K	Hold	100	–	–	﹤0.01%	125
2021 Q1	$5K	Hold	100	–	–	﹤0.01%	120
2020 Q4	$6K	Buy	+100	New	+$5.68K	﹤0.01%	110

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

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

CAM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Moser Wealth Advisors's GDOT Position: Q3 2021 in Review

Moser Wealth Advisors sold out of Green Dot (GDOT) in Q3 2021, closing a stake of 100 shares — an estimated $5K sold.

Moser Wealth Advisors first reported a position in GDOT in Q4 2020 and held it in 3 quarters. The position peaked at $6K in Q4 2020. 206 funds tracked by Wall St. Rank hold GDOT as of Q3 2021.

Moser Wealth Advisors reported no remaining Green Dot position as of Q3 2021 after selling out during the quarter.
Moser Wealth Advisors sold 100 Green Dot shares in Q3 2021, an estimated $5K.
Moser Wealth Advisors first reported a position in Green Dot in Q4 2020 and held it in 3 quarters.
Moser Wealth Advisors's Green Dot position peaked at $6K in Q4 2020.
206 funds tracked by Wall St. Rank held Green Dot as of Q3 2021.

Based on Moser Wealth Advisors's 13F filing for Q3 2021, filed 18 Oct 2021.