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Waddell & Reed Financial’s Green Dot GDOT Stock Holding History

Waddell & Reed Financial’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
2019
Q3 		– Sell
-308,251
Closed -$15.1M – 476
2019
Q2 		$15.1M Sell
308,251
-214,488
-41% -$11.7M 0.04% 379
2019
Q1 		$31.7M Sell
522,739
-243,751
-32% -$17M 0.08% 283
2018
Q4 		$61M Buy
766,490
+405,459
+112% +$32M 0.17% 160
2018
Q3 		$32.1M Buy
361,031
+288,531
+398% +$24M 0.07% 283
2018
Q2 		$5.32M Buy
+72,500
New +$5M 0.01% 486

Other funds holding GDOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Waddell & Reed Financial's GDOT Position: Q3 2019 in Review

Waddell & Reed Financial sold out of Green Dot (GDOT) in Q3 2019, closing a stake of 308,251 shares — an estimated $15.1M sold.

Waddell & Reed Financial first reported a position in GDOT in Q2 2018 and held it in 5 quarters. The position peaked at $61M in Q4 2018. 220 funds tracked by Wall St. Rank hold GDOT as of Q3 2019.

  • Waddell & Reed Financial reported no remaining Green Dot position as of Q3 2019 after selling out during the quarter.
  • Waddell & Reed Financial sold 308,251 Green Dot shares in Q3 2019, an estimated $15.1M.
  • Waddell & Reed Financial first reported a position in Green Dot in Q2 2018 and held it in 5 quarters.
  • Waddell & Reed Financial's Green Dot position peaked at $61M in Q4 2018.
  • 220 funds tracked by Wall St. Rank held Green Dot as of Q3 2019.

Based on Waddell & Reed Financial's 13F filing for Q3 2019, filed 14 Nov 2019.