WJWM
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Williams Jones Wealth Management’s Green Dot GDOT Stock Holding History

Williams Jones 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
Q3 		– Sell
-6,676
Closed -$313K – 506
2021
Q2 		$313K Sell
6,676
-193,806
-97% -$8.64M ﹤0.01% 396
2021
Q1 		$9.18M Buy
+200,482
New +$10.4M 0.14% 95

Other funds holding GDOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BC
Brahman Capital New York $275M AUM 18.08% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Williams Jones Wealth Management's GDOT Position: Q3 2021 in Review

Williams Jones Wealth Management sold out of Green Dot (GDOT) in Q3 2021, closing a stake of 6,676 shares — an estimated $313K sold.

Williams Jones Wealth Management first reported a position in GDOT in Q1 2021 and held it in 2 quarters. The position peaked at $9.18M in Q1 2021. 206 funds tracked by Wall St. Rank hold GDOT as of Q3 2021.

  • Williams Jones Wealth Management reported no remaining Green Dot position as of Q3 2021 after selling out during the quarter.
  • Williams Jones Wealth Management sold 6,676 Green Dot shares in Q3 2021, an estimated $313K.
  • Williams Jones Wealth Management first reported a position in Green Dot in Q1 2021 and held it in 2 quarters.
  • Williams Jones Wealth Management's Green Dot position peaked at $9.18M in Q1 2021.
  • 206 funds tracked by Wall St. Rank held Green Dot as of Q3 2021.

Based on Williams Jones Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.