Valeo Financial Advisors’s Green Dot GDOT Stock Holding History

Valeo Financial 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
2021 Q2	–	Sell	-180	Closed	-$8K	–	1014
2021 Q1	$8K	Sell	180 -100	-36%	-$5.21K	﹤0.01%	1416
2020 Q4	$16K	Buy	+280	New	+$15.9K	﹤0.01%	1081

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

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

Valeo Financial Advisors's GDOT Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Green Dot (GDOT) in Q2 2021, closing a stake of 180 shares — an estimated $8K sold.

Valeo Financial Advisors first reported a position in GDOT in Q4 2020 and held it in 2 quarters. The position peaked at $16K in Q4 2020. 212 funds tracked by Wall St. Rank hold GDOT as of Q2 2021.

Valeo Financial Advisors reported no remaining Green Dot position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 180 Green Dot shares in Q2 2021, an estimated $8K.
Valeo Financial Advisors first reported a position in Green Dot in Q4 2020 and held it in 2 quarters.
Valeo Financial Advisors's Green Dot position peaked at $16K in Q4 2020.
212 funds tracked by Wall St. Rank held Green Dot as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.