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Pinnacle Wealth Planning Services’s Green Dot GDOT Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		– Sell
-125
Closed -$7K – 969
2020
Q4 		$7K Buy
+125
New +$7.1K ﹤0.01% 1520

Other funds holding GDOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BC
Brahman Capital New York $275M AUM 18.08% 1-Year Est. Return
NSGL
No Street GP LP San Francisco, California $1.66B AUM 39.91% 1-Year Est. Return

Pinnacle Wealth Planning Services's GDOT Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Green Dot (GDOT) in Q1 2021, closing a stake of 125 shares — an estimated $7K sold.

Pinnacle Wealth Planning Services first reported a position in GDOT in Q4 2020 and held it in 1 quarter. The position peaked at $7K in Q4 2020. 228 funds tracked by Wall St. Rank hold GDOT as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Green Dot position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 125 Green Dot shares in Q1 2021, an estimated $7K.
  • Pinnacle Wealth Planning Services first reported a position in Green Dot in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Green Dot position peaked at $7K in Q4 2020.
  • 228 funds tracked by Wall St. Rank held Green Dot as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.