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Atwood & Palmer’s Gen Digital GEN Stock Holding History

Atwood & Palmer’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
2023
Q1 		– Sell
-395,790
Closed -$8.48M – 383
2022
Q4 		$8.48M Buy
395,790
+8,075
+2% +$178K 0.77% 50
2022
Q3 		$7.81M Buy
387,715
+7,945
+2% +$184K 0.77% 50
2022
Q2 		$8.34M Buy
+379,770
New +$9.34M 0.81% 46

Other funds holding GEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Atwood & Palmer's GEN Position: Q1 2023 in Review

Atwood & Palmer sold out of Gen Digital (GEN) in Q1 2023, closing a stake of 395,790 shares — an estimated $8.48M sold.

Atwood & Palmer first reported a position in GEN in Q2 2022 and held it in 3 quarters. The position peaked at $8.48M in Q4 2022. 535 funds tracked by Wall St. Rank hold GEN as of Q1 2023.

  • Atwood & Palmer reported no remaining Gen Digital position as of Q1 2023 after selling out during the quarter.
  • Atwood & Palmer sold 395,790 Gen Digital shares in Q1 2023, an estimated $8.48M.
  • Atwood & Palmer first reported a position in Gen Digital in Q2 2022 and held it in 3 quarters.
  • Atwood & Palmer's Gen Digital position peaked at $8.48M in Q4 2022.
  • 535 funds tracked by Wall St. Rank held Gen Digital as of Q1 2023.

Based on Atwood & Palmer's 13F filing for Q1 2023, filed 21 Apr 2023.