Sound Income Strategies’s Green Dot GDOT Stock Holding History

Sound Income Strategies’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	-4	Closed	-$63	–	1093
2022 Q4	$63	Hold	4	–	–	﹤0.01%	970
2022 Q3	$0	Hold	4	–	–	﹤0.01%	917
2022 Q2	$0	Hold	4	–	–	﹤0.01%	914
2022 Q1	$0	Hold	4	–	–	﹤0.01%	898
2021 Q4	$0	Hold	4	–	–	﹤0.01%	859
2021 Q3	$0	Sell	4 -4	-50%	-$192	﹤0.01%	858
2021 Q2	$0	Hold	8	–	–	﹤0.01%	940
2021 Q1	$366	Hold	8	–	–	﹤0.01%	901
2020 Q4	$0	Hold	8	–	–	﹤0.01%	890
2020 Q3	$0	Hold	8	–	–	﹤0.01%	864
2020 Q2	$0	Hold	8	–	–	﹤0.01%	807
2020 Q1	$0	Hold	8	–	–	﹤0.01%	797
2019 Q4	$0	Hold	8	–	–	﹤0.01%	723
2019 Q3	$0	Hold	8	–	–	﹤0.01%	692
2019 Q2	$0	Hold	8	–	–	﹤0.01%	696
2019 Q1	$0	Hold	8	–	–	﹤0.01%	709
2018 Q4	$1K	Hold	8	–	–	﹤0.01%	590
2018 Q3	$1K	Hold	8	–	–	﹤0.01%	613
2018 Q2	$1K	Hold	8	–	–	﹤0.01%	558
2018 Q1	$1K	Hold	8	–	–	﹤0.01%	523
2017 Q4	$0	Buy	+8	New	+$469	﹤0.01%	528

Other funds holding GDOT

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

Sound Income Strategies's GDOT Position: Q1 2023 in Review

Sound Income Strategies sold out of Green Dot (GDOT) in Q1 2023, closing a stake of 4 shares — an estimated $63 sold.

Sound Income Strategies first reported a position in GDOT in Q4 2017 and held it in 21 quarters. The position peaked at $1K in Q4 2018. 185 funds tracked by Wall St. Rank hold GDOT as of Q1 2023.

Sound Income Strategies reported no remaining Green Dot position as of Q1 2023 after selling out during the quarter.
Sound Income Strategies sold 4 Green Dot shares in Q1 2023, an estimated $63.
Sound Income Strategies first reported a position in Green Dot in Q4 2017 and held it in 21 quarters.
Sound Income Strategies's Green Dot position peaked at $1K in Q4 2018.
185 funds tracked by Wall St. Rank held Green Dot as of Q1 2023.

Based on Sound Income Strategies's 13F filing for Q1 2023, filed 10 Apr 2023.