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RAFFA WEALTH MANAGEMENT, LLC’s Green Dot GDOT Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
2017
Q1 		– Sell
-30
Closed -$707 – 554
2016
Q4 		$707 Hold
30
– – ﹤0.01% 573
2016
Q3 		$692 Hold
30
– – ﹤0.01% 560
2016
Q2 		$690 Sell
30
-7
-19% -$156 ﹤0.01% 531
2016
Q1 		$850 Hold
37
– – ﹤0.01% 445
2015
Q4 		$608 Buy
+37
New +$634 ﹤0.01% 590

Other funds holding GDOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HCS
Harvest Capital Strategies San Francisco, California $73.7M AUM 7.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CRCP
Copper Rock Capital Partners Boston, Massachusetts $296M AUM 28.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's GDOT Position: Q1 2017 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Green Dot (GDOT) in Q1 2017, closing a stake of 30 shares — an estimated $707 sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in GDOT in Q4 2015 and held it in 5 quarters. The position peaked at $850 in Q1 2016. 190 funds tracked by Wall St. Rank hold GDOT as of Q1 2017.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining Green Dot position as of Q1 2017 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 30 Green Dot shares in Q1 2017, an estimated $707.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Green Dot in Q4 2015 and held it in 5 quarters.
  • RAFFA WEALTH MANAGEMENT, LLC's Green Dot position peaked at $850 in Q1 2016.
  • 190 funds tracked by Wall St. Rank held Green Dot as of Q1 2017.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q1 2017, filed 27 Jul 2026.