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Anchor Investment Management’s Gen Digital GEN Stock Holding History

Anchor Investment Management’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
2022
Q2 		– Sell
-100
Closed -$2.65K – 986
2022
Q1 		$2.65K Hold
100
– – ﹤0.01% 890
2021
Q4 		$2.6K Hold
100
– – ﹤0.01% 920
2021
Q3 		$2.53K Hold
100
– – ﹤0.01% 835
2021
Q2 		$2.72K Hold
100
– – ﹤0.01% 856
2021
Q1 		$2.13K Hold
100
– – ﹤0.01% 866
2020
Q4 		$2.08K Sell
100
-3,000
-97% -$60.6K ﹤0.01% 843
2020
Q3 		$64.6K Hold
3,100
– – 0.01% 410
2020
Q2 		$61.5K Hold
3,100
– – 0.01% 404
2020
Q1 		$58K Hold
3,100
– – 0.02% 396
2019
Q4 		$79.1K Hold
3,100
– – 0.02% 402
2019
Q3 		$73.3K Hold
3,100
– – 0.02% 403
2019
Q2 		$67.5K Hold
3,100
– – 0.02% 414
2019
Q1 		$71.3K Hold
3,100
– – 0.02% 399
2018
Q4 		$58.6K Hold
3,100
– – 0.02% 415
2018
Q3 		$66K Hold
3,100
– – 0.02% 440
2018
Q2 		$64K Hold
3,100
– – 0.02% 449
2018
Q1 		$80.1K Hold
3,100
– – 0.02% 419
2017
Q4 		$87K Hold
3,100
– – 0.02% 392
2017
Q3 		$102K Hold
3,100
– – 0.03% 354
2017
Q2 		$87.6K Hold
3,100
– – 0.03% 329
2017
Q1 		$95.1K Buy
3,100
+100
+3% +$2.84K 0.03% 322
2016
Q4 		$71.7K Hold
3,000
– – 0.03% 345
2016
Q3 		$75.3K Hold
3,000
– – 0.03% 320
2016
Q2 		$61.6K Hold
3,000
– – 0.02% 336
2016
Q1 		$55.1K Buy
+3,000
New +$57.7K 0.02% 334

Other funds holding GEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Anchor Investment Management's GEN Position: Q2 2022 in Review

Anchor Investment Management sold out of Gen Digital (GEN) in Q2 2022, closing a stake of 100 shares — an estimated $2.65K sold.

Anchor Investment Management first reported a position in GEN in Q1 2016 and held it in 25 quarters. The position peaked at $102K in Q3 2017. 579 funds tracked by Wall St. Rank hold GEN as of Q2 2022.

  • Anchor Investment Management reported no remaining Gen Digital position as of Q2 2022 after selling out during the quarter.
  • Anchor Investment Management sold 100 Gen Digital shares in Q2 2022, an estimated $2.65K.
  • Anchor Investment Management first reported a position in Gen Digital in Q1 2016 and held it in 25 quarters.
  • Anchor Investment Management's Gen Digital position peaked at $102K in Q3 2017.
  • 579 funds tracked by Wall St. Rank held Gen Digital as of Q2 2022.

Based on Anchor Investment Management's 13F filing for Q2 2022, filed 2 Jan 2024.