TFO
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Tarbox Family Office’s Green Dot GDOT Stock Holding History

Tarbox Family Office’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
2022
Q2 		– Sell
-26
Closed -$1K – 459
2022
Q1 		$1K Hold
26
– – ﹤0.01% 951
2021
Q4 		$1K Hold
26
– – ﹤0.01% 1002
2021
Q3 		$1K Hold
26
– – ﹤0.01% 1047
2021
Q2 		$1K Sell
26
-28
-52% -$1.25K ﹤0.01% 1047
2021
Q1 		$2K Hold
54
– – ﹤0.01% 874
2020
Q4 		$3K Hold
54
– – ﹤0.01% 689
2020
Q3 		$3K Hold
54
– – ﹤0.01% 613
2020
Q2 		$3K Buy
54
+28
+108% +$948 ﹤0.01% 618
2020
Q1 		$1K Hold
26
– – ﹤0.01% 858
2019
Q4 		$1K Hold
26
– – ﹤0.01% 970
2019
Q3 		$1K Hold
26
– – ﹤0.01% 917
2019
Q2 		$1K Buy
+26
New +$1.42K ﹤0.01% 934

Other funds holding GDOT

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Vanguard Group
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SV
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BC
Brahman Capital New York $275M AUM 18.08% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return