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Wealthspire Advisors (Maryland)’s Green Dot GDOT Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-136
Closed -$8K – 1048
2019
Q1 		$8K Sell
136
-120
-47% -$8.37K ﹤0.01% 1623
2018
Q4 		$20K Buy
256
+116
+83% +$9.16K ﹤0.01% 1203
2018
Q3 		$12K Buy
140
+56
+67% +$4.66K ﹤0.01% 1458
2018
Q2 		$6K Hold
84
– – ﹤0.01% 1716
2018
Q1 		$5K Hold
84
– – ﹤0.01% 1809
2017
Q4 		$5K Buy
84
+80
+2,000% +$4.69K ﹤0.01% 1826
2017
Q3 		$0 Buy
+4
New +$177 ﹤0.01% 2325

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s GDOT Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Green Dot (GDOT) in Q2 2019, closing a stake of 136 shares — an estimated $8K sold.

Wealthspire Advisors (Maryland) first reported a position in GDOT in Q3 2017 and held it in 7 quarters. The position peaked at $20K in Q4 2018. 252 funds tracked by Wall St. Rank hold GDOT as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Green Dot position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 136 Green Dot shares in Q2 2019, an estimated $8K.
  • Wealthspire Advisors (Maryland) first reported a position in Green Dot in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s Green Dot position peaked at $20K in Q4 2018.
  • 252 funds tracked by Wall St. Rank held Green Dot as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.