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Prestige Wealth Management Group’s Green Dot GDOT Stock Holding History

Prestige Wealth Management Group’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
2023
Q1 		– Sell
-28
Closed -$443 – 1101
2022
Q4 		$443 Hold
28
– – ﹤0.01% 1079
2022
Q3 		$1K Sell
28
-13
-32% -$300 ﹤0.01% 844
2022
Q2 		$1K Buy
+41
New +$1.11K ﹤0.01% 854
2019
Q1 		– Sell
-6
Closed – – 748
2018
Q4 		$0 Buy
+6
New +$474 ﹤0.01% 1265

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 Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return

Prestige Wealth Management Group's GDOT Position: Q1 2023 in Review

Prestige Wealth Management Group sold out of Green Dot (GDOT) in Q1 2023, closing a stake of 28 shares — an estimated $443 sold.

Prestige Wealth Management Group first reported a position in GDOT in Q4 2018 and held it in 4 quarters. The position peaked at $1K in Q3 2022. 185 funds tracked by Wall St. Rank hold GDOT as of Q1 2023.

  • Prestige Wealth Management Group reported no remaining Green Dot position as of Q1 2023 after selling out during the quarter.
  • Prestige Wealth Management Group sold 28 Green Dot shares in Q1 2023, an estimated $443.
  • Prestige Wealth Management Group first reported a position in Green Dot in Q4 2018 and held it in 4 quarters.
  • Prestige Wealth Management Group's Green Dot position peaked at $1K in Q3 2022.
  • 185 funds tracked by Wall St. Rank held Green Dot as of Q1 2023.

Based on Prestige Wealth Management Group's 13F filing for Q1 2023, filed 16 May 2023.