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Baldwin Wealth Partners’s Gen Digital GEN Stock Holding History

Baldwin Wealth 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
2013
Q4 		– Sell
-21,070
Closed -$521K – 248
2013
Q3 		$521K Buy
21,070
+2,424
+13% +$60.8K 0.1% 158
2013
Q2 		$419K Buy
+18,646
New +$439K 0.08% 155

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Baldwin Wealth Partners's GEN Position: Q4 2013 in Review

Baldwin Wealth Partners sold out of Gen Digital (GEN) in Q4 2013, closing a stake of 21,070 shares — an estimated $521K sold.

Baldwin Wealth Partners first reported a position in GEN in Q2 2013 and held it in 2 quarters. The position peaked at $521K in Q3 2013. 547 funds tracked by Wall St. Rank hold GEN as of Q4 2013.

  • Baldwin Wealth Partners reported no remaining Gen Digital position as of Q4 2013 after selling out during the quarter.
  • Baldwin Wealth Partners sold 21,070 Gen Digital shares in Q4 2013, an estimated $521K.
  • Baldwin Wealth Partners first reported a position in Gen Digital in Q2 2013 and held it in 2 quarters.
  • Baldwin Wealth Partners's Gen Digital position peaked at $521K in Q3 2013.
  • 547 funds tracked by Wall St. Rank held Gen Digital as of Q4 2013.

Based on Baldwin Wealth Partners's 13F filing for Q4 2013, filed 12 Feb 2014.