TD Private Client Wealth’s Green Dot GDOT Stock Holding History

TD Private Client Wealth’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
2020 Q2	–	Sell	-17	Closed	-$432	–	1124
2020 Q1	$432	Hold	17	–	–	﹤0.01%	982
2019 Q4	$396	Buy	+17	New	+$424	﹤0.01%	1015

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

NSGL

No Street GP LP San Francisco, California $1.66B AUM 39.91% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

TD Private Client Wealth's GDOT Position: Q2 2020 in Review

TD Private Client Wealth sold out of Green Dot (GDOT) in Q2 2020, closing a stake of 17 shares — an estimated $432 sold.

TD Private Client Wealth first reported a position in GDOT in Q4 2019 and held it in 2 quarters. The position peaked at $432 in Q1 2020. 231 funds tracked by Wall St. Rank hold GDOT as of Q2 2020.

TD Private Client Wealth reported no remaining Green Dot position as of Q2 2020 after selling out during the quarter.
TD Private Client Wealth sold 17 Green Dot shares in Q2 2020, an estimated $432.
TD Private Client Wealth first reported a position in Green Dot in Q4 2019 and held it in 2 quarters.
TD Private Client Wealth's Green Dot position peaked at $432 in Q1 2020.
231 funds tracked by Wall St. Rank held Green Dot as of Q2 2020.

Based on TD Private Client Wealth's 13F filing for Q2 2020, filed 16 Aug 2024.