Northwestern Mutual Wealth Management’s Green Dot GDOT Stock Holding History

Northwestern Mutual 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	-28	Closed	-$261	–	3619
2024 Q1	$261	Buy	+28	New	+$247	﹤0.01%	3374
2023 Q3	–	Sell	-1,000	Closed	-$18.7K	–	3375
2023 Q2	$18.7K	Hold	1,000	–	–	﹤0.01%	2349
2023 Q1	$17.2K	Hold	1,000	–	–	﹤0.01%	2312
2022 Q4	$15.8K	Hold	1,000	–	–	﹤0.01%	2339
2022 Q3	$19K	Hold	1,000	–	–	﹤0.01%	2246
2022 Q2	$25K	Sell	1,000 -6	-0.6%	-$162	﹤0.01%	2151
2022 Q1	$27K	Buy	1,006 +6	+0.6%	+$182	﹤0.01%	2176
2021 Q4	$36K	Sell	1,000 -145	-13%	-$5.92K	﹤0.01%	2105
2021 Q3	$57K	Buy	1,145 +145	+15%	+$6.98K	﹤0.01%	1851
2021 Q2	$47K	Hold	1,000	–	–	﹤0.01%	1876
2021 Q1	$46K	Hold	1,000	–	–	﹤0.01%	1761
2020 Q4	$56K	Hold	1,000	–	–	﹤0.01%	1612
2020 Q3	$51K	Hold	1,000	–	–	﹤0.01%	1498
2020 Q2	$49K	Buy	+1,000	New	+$33.8K	﹤0.01%	1446

Other funds holding GDOT

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Northwestern Mutual Wealth Management's GDOT Position: Q2 2024 in Review

Northwestern Mutual Wealth Management sold out of Green Dot (GDOT) in Q2 2024, closing a stake of 28 shares — an estimated $261 sold.

Northwestern Mutual Wealth Management first reported a position in GDOT in Q2 2020 and held it in 14 quarters. The position peaked at $57K in Q3 2021. 194 funds tracked by Wall St. Rank hold GDOT as of Q2 2024.

Northwestern Mutual Wealth Management reported no remaining Green Dot position as of Q2 2024 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 28 Green Dot shares in Q2 2024, an estimated $261.
Northwestern Mutual Wealth Management first reported a position in Green Dot in Q2 2020 and held it in 14 quarters.
Northwestern Mutual Wealth Management's Green Dot position peaked at $57K in Q3 2021.
194 funds tracked by Wall St. Rank held Green Dot as of Q2 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2024, filed 16 Aug 2024.