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CFS Investment Advisory Services’s Gen Digital GEN Stock Holding History

CFS Investment Advisory Services’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
Q2 		– Sell
-22,993
Closed -$1K – 334
2022
Q1 		$1K Buy
+22,993
New +$632K ﹤0.01% 348

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

CFS Investment Advisory Services's GEN Position: Q2 2022 in Review

CFS Investment Advisory Services sold out of Gen Digital (GEN) in Q2 2022, closing a stake of 22,993 shares — an estimated $1K sold.

CFS Investment Advisory Services first reported a position in GEN in Q1 2022 and held it in 1 quarter. The position peaked at $1K in Q1 2022. 578 funds tracked by Wall St. Rank hold GEN as of Q2 2022.

  • CFS Investment Advisory Services reported no remaining Gen Digital position as of Q2 2022 after selling out during the quarter.
  • CFS Investment Advisory Services sold 22,993 Gen Digital shares in Q2 2022, an estimated $1K.
  • CFS Investment Advisory Services first reported a position in Gen Digital in Q1 2022 and held it in 1 quarter.
  • CFS Investment Advisory Services's Gen Digital position peaked at $1K in Q1 2022.
  • 578 funds tracked by Wall St. Rank held Gen Digital as of Q2 2022.

Based on CFS Investment Advisory Services's 13F filing for Q2 2022, filed 16 Aug 2022.