Sowell Financial Services’s Green Dot GDOT Stock Holding History

Sowell Financial Services’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
2021 Q2	–	Sell	-88	Closed	-$4K	–	1365
2021 Q1	$4K	Sell	88 -90	-51%	-$4.69K	﹤0.01%	2660
2020 Q4	$10K	Buy	+178	New	+$10.1K	﹤0.01%	2006

Other funds holding GDOT

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Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CAM

Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

Brahman Capital New York $275M AUM 18.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sowell Financial Services's GDOT Position: Q2 2021 in Review

Sowell Financial Services sold out of Green Dot (GDOT) in Q2 2021, closing a stake of 88 shares — an estimated $4K sold.

Sowell Financial Services first reported a position in GDOT in Q4 2020 and held it in 2 quarters. The position peaked at $10K in Q4 2020. 212 funds tracked by Wall St. Rank hold GDOT as of Q2 2021.

Sowell Financial Services reported no remaining Green Dot position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 88 Green Dot shares in Q2 2021, an estimated $4K.
Sowell Financial Services first reported a position in Green Dot in Q4 2020 and held it in 2 quarters.
Sowell Financial Services's Green Dot position peaked at $10K in Q4 2020.
212 funds tracked by Wall St. Rank held Green Dot as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.