TCI Wealth Advisors’s Green Dot GDOT Stock Holding History

TCI 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	-45	Closed	-$712	–	2562
2022 Q4	$712	Sell	45 -81	-64%	-$1.49K	﹤0.01%	2171
2022 Q3	$2K	Sell	126 -73	-37%	-$1.68K	﹤0.01%	1933
2022 Q2	$5K	Buy	199 +129	+184%	+$3.49K	﹤0.01%	1479
2022 Q1	$2K	Hold	70	–	–	﹤0.01%	1980
2021 Q4	$3K	Sell	70 -115	-62%	-$4.7K	﹤0.01%	2000
2021 Q3	$9K	Buy	185 +65	+54%	+$3.13K	﹤0.01%	1161
2021 Q2	$6K	Sell	120 -9	-7%	-$401	﹤0.01%	1311
2021 Q1	$6K	Buy	129 +59	+84%	+$3.07K	﹤0.01%	1141
2020 Q4	$4K	Hold	70	–	–	﹤0.01%	962
2020 Q3	$4K	Hold	70	–	–	﹤0.01%	844
2020 Q2	$3K	Hold	70	–	–	﹤0.01%	896
2020 Q1	$2K	Hold	70	–	–	﹤0.01%	1014
2019 Q4	$2K	Hold	70	–	–	﹤0.01%	1145
2019 Q3	$2K	Hold	70	–	–	﹤0.01%	1078
2019 Q2	$3K	Hold	70	–	–	﹤0.01%	892
2019 Q1	$4K	Hold	70	–	–	﹤0.01%	838
2018 Q4	$6K	Hold	70	–	–	﹤0.01%	729
2018 Q3	$6K	Hold	70	–	–	﹤0.01%	743
2018 Q2	$5K	Hold	70	–	–	﹤0.01%	771
2018 Q1	$4K	Hold	70	–	–	﹤0.01%	779
2017 Q4	$4K	Hold	70	–	–	﹤0.01%	831
2017 Q3	$3K	Hold	70	–	–	﹤0.01%	842
2017 Q2	$3K	Hold	70	–	–	﹤0.01%	874
2017 Q1	$2K	Hold	70	–	–	﹤0.01%	935
2016 Q4	$2K	Hold	70	–	–	﹤0.01%	1010
2016 Q3	$2K	Hold	70	–	–	﹤0.01%	968
2016 Q2	$2K	Hold	70	–	–	﹤0.01%	931
2016 Q1	$2K	Buy	+70	New	+$1.36K	﹤0.01%	942

Other funds holding GDOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

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

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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

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

TCI Wealth Advisors sold out of Green Dot (GDOT) in Q1 2023, closing a stake of 45 shares — an estimated $712 sold.

TCI Wealth Advisors first reported a position in GDOT in Q1 2016 and held it in 28 quarters. The position peaked at $9K in Q3 2021. 185 funds tracked by Wall St. Rank hold GDOT as of Q1 2023.

TCI Wealth Advisors reported no remaining Green Dot position as of Q1 2023 after selling out during the quarter.
TCI Wealth Advisors sold 45 Green Dot shares in Q1 2023, an estimated $712.
TCI Wealth Advisors first reported a position in Green Dot in Q1 2016 and held it in 28 quarters.
TCI Wealth Advisors's Green Dot position peaked at $9K in Q3 2021.
185 funds tracked by Wall St. Rank held Green Dot as of Q1 2023.

Based on TCI Wealth Advisors's 13F filing for Q1 2023, filed 3 May 2023.