Alera Investment Advisors’s Gen Digital GEN Stock Holding History

Alera Investment Advisors’s Portfolio GEN Stock Details GEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-25	Closed	-$1K	–	429
2019 Q1	$1K	Buy	+25	New	+$544	﹤0.01%	958

Other funds holding GEN

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Alera Investment Advisors's GEN Position: Q2 2019 in Review

Alera Investment Advisors sold out of Gen Digital (GEN) in Q2 2019, closing a stake of 25 shares — an estimated $1K sold.

Alera Investment Advisors first reported a position in GEN in Q1 2019 and held it in 1 quarter. The position peaked at $1K in Q1 2019. 469 funds tracked by Wall St. Rank hold GEN as of Q2 2019.

Alera Investment Advisors reported no remaining Gen Digital position as of Q2 2019 after selling out during the quarter.
Alera Investment Advisors sold 25 Gen Digital shares in Q2 2019, an estimated $1K.
Alera Investment Advisors first reported a position in Gen Digital in Q1 2019 and held it in 1 quarter.
Alera Investment Advisors's Gen Digital position peaked at $1K in Q1 2019.
469 funds tracked by Wall St. Rank held Gen Digital as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.