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Sutton Wealth Advisors’s Green Dot GDOT Stock Holding History

Sutton Wealth Advisors’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
-382
Closed -$6.04K – 1097
2022
Q4 		$6.04K Buy
382
+362
+1,810% +$6.68K ﹤0.01% 1071
2022
Q3 		$380 Sell
20
-579
-97% -$13.3K ﹤0.01% 1501
2022
Q2 		$15K Buy
599
+595
+14,875% +$16.1K 0.01% 766
2022
Q1 		$110 Buy
+4
New +$122 ﹤0.01% 1612
2021
Q4 		– Sell
-654
Closed -$32.9K – 1676
2021
Q3 		$32.9K Buy
654
+229
+54% +$11K 0.01% 526
2021
Q2 		$19.9K Sell
425
-152
-26% -$6.78K 0.01% 701
2021
Q1 		$26.4K Sell
577
-77
-12% -$4.01K 0.01% 592
2020
Q4 		$36.5K Buy
654
+77
+13% +$4.37K 0.02% 439
2020
Q3 		$29.2K Buy
577
+444
+334% +$22.8K 0.01% 439
2020
Q2 		$6.53K Sell
133
-29
-18% -$981 ﹤0.01% 803
2020
Q1 		$4.11K Buy
+162
New +$4.66K ﹤0.01% 884
2019
Q1 		– Sell
-792
Closed -$63K – 1190
2018
Q4 		$63K Hold
792
– – 0.04% 243
2018
Q3 		$70.3K Hold
792
– – 0.05% 234
2018
Q2 		$58.1K Hold
792
– – 0.04% 251
2018
Q1 		$50.8K Hold
792
– – 0.04% 270
2017
Q4 		$47.7K Hold
792
– – 0.04% 286
2017
Q3 		$39.3K Hold
792
– – 0.03% 332
2017
Q2 		$30.5K Hold
792
– – 0.02% 387
2017
Q1 		$26.4K Hold
792
– – 0.02% 410
2016
Q4 		$18.7K Hold
792
– – 0.02% 521
2016
Q3 		$18.3K Hold
792
– – 0.02% 484
2016
Q2 		$18.2K Hold
792
– – 0.02% 469
2016
Q1 		$18.2K Buy
+792
New +$15.4K 0.02% 463

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
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return

Sutton Wealth Advisors's GDOT Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Green Dot (GDOT) in Q1 2023, closing a stake of 382 shares — an estimated $6.04K sold.

Sutton Wealth Advisors first reported a position in GDOT in Q1 2016 and held it in 23 quarters. The position peaked at $70.3K in Q3 2018. 185 funds tracked by Wall St. Rank hold GDOT as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Green Dot position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 382 Green Dot shares in Q1 2023, an estimated $6.04K.
  • Sutton Wealth Advisors first reported a position in Green Dot in Q1 2016 and held it in 23 quarters.
  • Sutton Wealth Advisors's Green Dot position peaked at $70.3K in Q3 2018.
  • 185 funds tracked by Wall St. Rank held Green Dot as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.