Better Money Decisions’s Gen Digital GEN Stock Holding History

Better Money Decisions’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
2021 Q4	–	Sell	-254	Closed	-$6K	–	265
2021 Q3	$6K	Hold	254	–	–	﹤0.01%	477
2021 Q2	$7K	Buy	+254	New	+$6.33K	0.01%	446

Other funds holding GEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Better Money Decisions's GEN Position: Q4 2021 in Review

Better Money Decisions sold out of Gen Digital (GEN) in Q4 2021, closing a stake of 254 shares — an estimated $6K sold.

Better Money Decisions first reported a position in GEN in Q2 2021 and held it in 2 quarters. The position peaked at $7K in Q2 2021. 562 funds tracked by Wall St. Rank hold GEN as of Q4 2021.

Better Money Decisions reported no remaining Gen Digital position as of Q4 2021 after selling out during the quarter.
Better Money Decisions sold 254 Gen Digital shares in Q4 2021, an estimated $6K.
Better Money Decisions first reported a position in Gen Digital in Q2 2021 and held it in 2 quarters.
Better Money Decisions's Gen Digital position peaked at $7K in Q2 2021.
562 funds tracked by Wall St. Rank held Gen Digital as of Q4 2021.

Based on Better Money Decisions's 13F filing for Q4 2021, filed 14 Feb 2022.