Pathstone Family Office’s Green Dot GDOT Stock Holding History

Pathstone Family Office’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	-4,900	Closed	-$247K	–	921
2021 Q3	$247K	Buy	4,900 +400	+9%	+$19.2K	0.01%	736
2021 Q2	$211K	Buy	+4,500	New	+$201K	0.01%	758

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

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

CAM

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

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

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

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

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

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

Pathstone Family Office's GDOT Position: Q4 2021 in Review

Pathstone Family Office sold out of Green Dot (GDOT) in Q4 2021, closing a stake of 4,900 shares — an estimated $247K sold.

Pathstone Family Office first reported a position in GDOT in Q2 2021 and held it in 2 quarters. The position peaked at $247K in Q3 2021. 211 funds tracked by Wall St. Rank hold GDOT as of Q4 2021.

Pathstone Family Office reported no remaining Green Dot position as of Q4 2021 after selling out during the quarter.
Pathstone Family Office sold 4,900 Green Dot shares in Q4 2021, an estimated $247K.
Pathstone Family Office first reported a position in Green Dot in Q2 2021 and held it in 2 quarters.
Pathstone Family Office's Green Dot position peaked at $247K in Q3 2021.
211 funds tracked by Wall St. Rank held Green Dot as of Q4 2021.

Based on Pathstone Family Office's 13F filing for Q4 2021, filed 14 Feb 2022.