Raymond James & Associates’s Green Dot GDOT Stock Holding History

Raymond James & Associates’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 Q3	$317K	Buy	+27,095	New	+$283K	﹤0.01%	3375
2020 Q2	–	Sell	-11,828	Closed	-$300K	–	3572
2020 Q1	$300K	Buy	+11,828	New	+$340K	﹤0.01%	2773
2019 Q3	–	Sell	-12,507	Closed	-$612K	–	3644
2019 Q2	$612K	Sell	12,507 -3,086	-20%	-$168K	﹤0.01%	2527
2019 Q1	$946K	Sell	15,593 -3,353	-18%	-$234K	﹤0.01%	2243
2018 Q4	$1.51M	Buy	18,946 +1,073	+6%	+$84.7K	﹤0.01%	1827
2018 Q3	$1.59M	Buy	17,873 +1,975	+12%	+$164K	﹤0.01%	1952
2018 Q2	$1.17M	Sell	15,898 -1,087	-6%	-$75K	﹤0.01%	2087
2018 Q1	$1.09M	Buy	16,985 +360	+2%	+$22.7K	﹤0.01%	2075
2017 Q4	$1M	Buy	+16,625	New	+$975K	﹤0.01%	2130

Other funds holding GDOT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James & Associates's GDOT Position: Q3 2024 in Review

Raymond James & Associates opened a new position in Green Dot (GDOT) in Q3 2024: 27,095 shares worth $317K. The stake represents ﹤0.01% of the portfolio and ranks #3375 among its holdings. This is a return to the name: Raymond James & Associates previously reported a position in GDOT as recently as Q1 2020.

Raymond James & Associates first reported a position in GDOT in Q4 2017 and has held it in 9 quarters since. The position peaked at $1.59M in Q3 2018. 177 funds tracked by Wall St. Rank hold GDOT as of Q3 2024.

Raymond James & Associates held 27,095 shares of Green Dot worth $317K as of Q3 2024.
Green Dot was a new Raymond James & Associates position in Q3 2024.
Green Dot made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #3375 holding.
Raymond James & Associates first reported a position in Green Dot in Q4 2017 and has held it in 9 quarters since.
Raymond James & Associates's Green Dot position peaked at $1.59M in Q3 2018.
177 funds tracked by Wall St. Rank held Green Dot as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.