Walled Lake Planning & Wealth Management’s Green Dot GDOT Stock Holding History

Walled Lake Planning & Wealth Management’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 Q4	–	Sell	-1,890	Closed	-$95K	–	183
2021 Q3	$95K	Hold	1,890	–	–	0.06%	126
2021 Q2	$89K	Hold	1,890	–	–	0.06%	127
2021 Q1	$87K	Hold	1,890	–	–	0.06%	121
2020 Q4	$105K	Hold	1,890	–	–	0.08%	98
2020 Q3	$96K	Hold	1,890	–	–	0.08%	98
2020 Q2	$93K	Hold	1,890	–	–	0.08%	92
2020 Q1	$48K	Hold	1,890	–	–	0.04%	103
2019 Q4	$44K	Buy	+1,890	New	+$47.1K	0.03%	125

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

CAM

Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

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

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

Brahman Capital New York $275M AUM 18.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Walled Lake Planning & Wealth Management's GDOT Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Green Dot (GDOT) in Q4 2021, closing a stake of 1,890 shares — an estimated $95K sold.

Walled Lake Planning & Wealth Management first reported a position in GDOT in Q4 2019 and held it in 8 quarters. The position peaked at $105K in Q4 2020. 211 funds tracked by Wall St. Rank hold GDOT as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining Green Dot position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 1,890 Green Dot shares in Q4 2021, an estimated $95K.
Walled Lake Planning & Wealth Management first reported a position in Green Dot in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's Green Dot position peaked at $105K in Q4 2020.
211 funds tracked by Wall St. Rank held Green Dot as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.