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Avantax Planning Partners’s Gen Digital GEN Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-490
Closed -$10K – 630
2018
Q3 		$10K Buy
+490
New +$9.98K ﹤0.01% 873
2018
Q2 		– Sell
-615
Closed -$16K – 693
2018
Q1 		$16K Buy
+615
New +$16.7K ﹤0.01% 862

Other funds holding GEN

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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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Avantax Planning Partners's GEN Position: Q4 2018 in Review

Avantax Planning Partners sold out of Gen Digital (GEN) in Q4 2018, closing a stake of 490 shares — an estimated $10K sold.

Avantax Planning Partners first reported a position in GEN in Q1 2018 and held it in 2 quarters. The position peaked at $16K in Q1 2018. 501 funds tracked by Wall St. Rank hold GEN as of Q4 2018.

  • Avantax Planning Partners reported no remaining Gen Digital position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 490 Gen Digital shares in Q4 2018, an estimated $10K.
  • Avantax Planning Partners first reported a position in Gen Digital in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Gen Digital position peaked at $16K in Q1 2018.
  • 501 funds tracked by Wall St. Rank held Gen Digital as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.