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B. Riley Wealth Advisors’s Gen Digital GEN Stock Holding History

B. Riley Wealth 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
2024
Q1 		– Sell
-14,775
Closed -$337K – 1476
2023
Q4 		$337K Buy
+14,775
New +$293K 0.01% 995
2020
Q4 		– Sell
-22,371
Closed -$457K – 1054
2020
Q3 		$457K Buy
+22,371
New +$484K 0.02% 562
2019
Q4 		– Sell
-73,400
Closed -$1.74M – 868
2019
Q3 		$1.74M Buy
+73,400
New +$1.71M 0.17% 134
2015
Q1 		– Sell
-1,320
Closed -$34 – 1112
2014
Q4 		$34 Buy
+1,320
New +$32.8K ﹤0.01% 2285
2014
Q3 		– Sell
-2,372
Closed -$54.3K – 1130
2014
Q2 		$54.3K Buy
+2,372
New +$50.4K 0.01% 994

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

B. Riley Wealth Advisors's GEN Position: Q1 2024 in Review

B. Riley Wealth Advisors sold out of Gen Digital (GEN) in Q1 2024, closing a stake of 14,775 shares — an estimated $337K sold.

B. Riley Wealth Advisors first reported a position in GEN in Q2 2014 and held it in 5 quarters. The position peaked at $1.74M in Q3 2019. 539 funds tracked by Wall St. Rank hold GEN as of Q1 2024.

  • B. Riley Wealth Advisors reported no remaining Gen Digital position as of Q1 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 14,775 Gen Digital shares in Q1 2024, an estimated $337K.
  • B. Riley Wealth Advisors first reported a position in Gen Digital in Q2 2014 and held it in 5 quarters.
  • B. Riley Wealth Advisors's Gen Digital position peaked at $1.74M in Q3 2019.
  • 539 funds tracked by Wall St. Rank held Gen Digital as of Q1 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2024, filed 16 May 2024.