Optimum Investment Advisors’s Green Dot GDOT Stock Holding History

Optimum 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
2019 Q3	–	Sell	-300	Closed	-$15K	–	1000
2019 Q2	$15K	Buy	+300	New	+$16.3K	﹤0.01%	720

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Optimum Investment Advisors's GDOT Position: Q3 2019 in Review

Optimum Investment Advisors sold out of Green Dot (GDOT) in Q3 2019, closing a stake of 300 shares — an estimated $15K sold.

Optimum Investment Advisors first reported a position in GDOT in Q2 2019 and held it in 1 quarter. The position peaked at $15K in Q2 2019. 220 funds tracked by Wall St. Rank hold GDOT as of Q3 2019.

Optimum Investment Advisors reported no remaining Green Dot position as of Q3 2019 after selling out during the quarter.
Optimum Investment Advisors sold 300 Green Dot shares in Q3 2019, an estimated $15K.
Optimum Investment Advisors first reported a position in Green Dot in Q2 2019 and held it in 1 quarter.
Optimum Investment Advisors's Green Dot position peaked at $15K in Q2 2019.
220 funds tracked by Wall St. Rank held Green Dot as of Q3 2019.

Based on Optimum Investment Advisors's 13F filing for Q3 2019, filed 17 Oct 2019.