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RWA Wealth Partners’s Green Dot GDOT Stock Holding History

RWA Wealth Partners’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
2019
Q2 		– Sell
-3,450
Closed -$209K – 232
2019
Q1 		$209K Hold
3,450
– – 0.02% 217
2018
Q4 		$274K Hold
3,450
– – 0.04% 184
2018
Q3 		$306K Hold
3,450
– – 0.03% 184
2018
Q2 		$253K Buy
3,450
+2,703
+362% +$186K 0.03% 214
2018
Q1 		$48K Buy
+747
New +$47.1K 0.01% 344

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

RWA Wealth Partners's GDOT Position: Q2 2019 in Review

RWA Wealth Partners sold out of Green Dot (GDOT) in Q2 2019, closing a stake of 3,450 shares — an estimated $209K sold.

RWA Wealth Partners first reported a position in GDOT in Q1 2018 and held it in 5 quarters. The position peaked at $306K in Q3 2018. 252 funds tracked by Wall St. Rank hold GDOT as of Q2 2019.

  • RWA Wealth Partners reported no remaining Green Dot position as of Q2 2019 after selling out during the quarter.
  • RWA Wealth Partners sold 3,450 Green Dot shares in Q2 2019, an estimated $209K.
  • RWA Wealth Partners first reported a position in Green Dot in Q1 2018 and held it in 5 quarters.
  • RWA Wealth Partners's Green Dot position peaked at $306K in Q3 2018.
  • 252 funds tracked by Wall St. Rank held Green Dot as of Q2 2019.

Based on RWA Wealth Partners's 13F filing for Q2 2019, filed 12 Aug 2019.