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Bedel Financial Consulting’s Gen Digital GEN Stock Holding History

Bedel Financial Consulting’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
Q1 		– Sell
-48
Closed -$1K – 1005
2021
Q4 		$1K Buy
+48
New +$1.22K ﹤0.01% 947

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BlackRock
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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bedel Financial Consulting's GEN Position: Q1 2022 in Review

Bedel Financial Consulting sold out of Gen Digital (GEN) in Q1 2022, closing a stake of 48 shares — an estimated $1K sold.

Bedel Financial Consulting first reported a position in GEN in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 591 funds tracked by Wall St. Rank hold GEN as of Q1 2022.

  • Bedel Financial Consulting reported no remaining Gen Digital position as of Q1 2022 after selling out during the quarter.
  • Bedel Financial Consulting sold 48 Gen Digital shares in Q1 2022, an estimated $1K.
  • Bedel Financial Consulting first reported a position in Gen Digital in Q4 2021 and held it in 1 quarter.
  • Bedel Financial Consulting's Gen Digital position peaked at $1K in Q4 2021.
  • 591 funds tracked by Wall St. Rank held Gen Digital as of Q1 2022.

Based on Bedel Financial Consulting's 13F filing for Q1 2022, filed 19 Apr 2022.