Altus Wealth Group’s Gen Digital GEN Stock Holding History

Altus Wealth Group’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
2021 Q1	–	Sell	-571	Closed	-$12K	–	402
2020 Q4	$12K	Buy	+571	New	+$11.5K	0.01%	480

Other funds holding GEN

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Altus Wealth Group's GEN Position: Q1 2021 in Review

Altus Wealth Group sold out of Gen Digital (GEN) in Q1 2021, closing a stake of 571 shares — an estimated $12K sold.

Altus Wealth Group first reported a position in GEN in Q4 2020 and held it in 1 quarter. The position peaked at $12K in Q4 2020. 525 funds tracked by Wall St. Rank hold GEN as of Q1 2021.

Altus Wealth Group reported no remaining Gen Digital position as of Q1 2021 after selling out during the quarter.
Altus Wealth Group sold 571 Gen Digital shares in Q1 2021, an estimated $12K.
Altus Wealth Group first reported a position in Gen Digital in Q4 2020 and held it in 1 quarter.
Altus Wealth Group's Gen Digital position peaked at $12K in Q4 2020.
525 funds tracked by Wall St. Rank held Gen Digital as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.