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SGAM
Smith Group Asset Management’s
Green Dot
GDOT
Stock Holding History
Smith Group Asset Management’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
2020
Q3
–
Sell
-4,860
Closed
-$239K
–
321
2020
Q2
$239K
Buy
+4,860
New
+$164K
0.01%
157
2019
Q2
–
Sell
-9,030
Closed
-$548K
–
426
2019
Q1
$548K
Buy
9,030
+40
+0.4%
+$2.79K
0.02%
160
2018
Q4
$715K
Sell
8,990
-2,331
-21%
-$184K
0.03%
179
2018
Q3
$1.01M
Sell
11,321
-85
-0.7%
-$7.07K
0.03%
172
2018
Q2
$837K
Buy
11,406
+1,130
+11%
+$77.9K
0.02%
183
2018
Q1
$659K
Buy
10,276
+382
+4%
+$24.1K
0.02%
187
2017
Q4
$596K
Sell
9,894
-3,675
-27%
-$216K
0.02%
197
2017
Q3
$673K
Buy
13,569
+1,303
+11%
+$57.8K
0.02%
191
2017
Q2
$473K
Buy
12,266
+738
+6%
+$26.7K
0.01%
219
2017
Q1
$385K
Hold
11,528
–
–
0.01%
204
2016
Q4
$271K
Buy
11,528
+3,940
+52%
+$92.2K
0.01%
230
2016
Q3
$175K
Buy
+7,588
New
+$178K
0.01%
275
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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