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

Private 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
2024
Q2 		– Sell
-99
Closed -$924 – 1550
2024
Q1 		$924 Sell
99
-36
-27% -$317 ﹤0.01% 1287
2023
Q4 		$1.34K Buy
+135
New +$1.41K ﹤0.01% 1157

Other funds holding GDOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Private Wealth Management Group's GDOT Position: Q2 2024 in Review

Private Wealth Management Group sold out of Green Dot (GDOT) in Q2 2024, closing a stake of 99 shares — an estimated $924 sold.

Private Wealth Management Group first reported a position in GDOT in Q4 2023 and held it in 2 quarters. The position peaked at $1.34K in Q4 2023. 194 funds tracked by Wall St. Rank hold GDOT as of Q2 2024.

  • Private Wealth Management Group reported no remaining Green Dot position as of Q2 2024 after selling out during the quarter.
  • Private Wealth Management Group sold 99 Green Dot shares in Q2 2024, an estimated $924.
  • Private Wealth Management Group first reported a position in Green Dot in Q4 2023 and held it in 2 quarters.
  • Private Wealth Management Group's Green Dot position peaked at $1.34K in Q4 2023.
  • 194 funds tracked by Wall St. Rank held Green Dot as of Q2 2024.

Based on Private Wealth Management Group's 13F filing for Q2 2024, filed 13 Aug 2024.