OneDigital Investment Advisors’s Green Dot GDOT Stock Holding History

OneDigital Investment 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 Q4	–	Sell	-4,625	Closed	-$233K	–	811
2021 Q3	$233K	Hold	4,625	–	–	0.01%	642
2021 Q2	$217K	Hold	4,625	–	–	0.01%	651
2021 Q1	$212K	Hold	4,625	–	–	0.01%	600
2020 Q4	$258K	Hold	4,625	–	–	0.01%	524
2020 Q3	$234K	Hold	4,625	–	–	0.02%	507
2020 Q2	$227K	Buy	+4,625	New	+$157K	0.02%	513

Other funds holding GDOT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CAM

Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

OneDigital Investment Advisors's GDOT Position: Q4 2021 in Review

OneDigital Investment Advisors sold out of Green Dot (GDOT) in Q4 2021, closing a stake of 4,625 shares — an estimated $233K sold.

OneDigital Investment Advisors first reported a position in GDOT in Q2 2020 and held it in 6 quarters. The position peaked at $258K in Q4 2020. 211 funds tracked by Wall St. Rank hold GDOT as of Q4 2021.

OneDigital Investment Advisors reported no remaining Green Dot position as of Q4 2021 after selling out during the quarter.
OneDigital Investment Advisors sold 4,625 Green Dot shares in Q4 2021, an estimated $233K.
OneDigital Investment Advisors first reported a position in Green Dot in Q2 2020 and held it in 6 quarters.
OneDigital Investment Advisors's Green Dot position peaked at $258K in Q4 2020.
211 funds tracked by Wall St. Rank held Green Dot as of Q4 2021.

Based on OneDigital Investment Advisors's 13F filing for Q4 2021, filed 23 Feb 2022.