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Wipfli Financial Advisors’s Green Dot GDOT Stock Holding History

Wipfli Financial Advisors’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
2022
Q3 		$19K Buy
+975
New +$22.5K ﹤0.01% 1590

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
BC
Brahman Capital New York $275M AUM 18.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wipfli Financial Advisors's GDOT Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Green Dot (GDOT) in Q3 2022: 975 shares worth $19K. The stake represents ﹤0.01% of the portfolio and ranks #1590 among its holdings.

195 funds tracked by Wall St. Rank hold GDOT as of Q3 2022.

  • Wipfli Financial Advisors held 975 shares of Green Dot worth $19K as of Q3 2022.
  • Green Dot was a new Wipfli Financial Advisors position in Q3 2022.
  • Green Dot made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1590 holding.
  • 195 funds tracked by Wall St. Rank held Green Dot as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.