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Clarfeld Financial Advisors’s Gen Digital GEN Stock Holding History

Clarfeld Financial 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
2018
Q4 		$7K Buy
+376
New +$7.77K 0.01% 277

Other funds holding GEN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Clarfeld Financial Advisors's GEN Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Gen Digital (GEN) in Q4 2018: 376 shares worth $7K. The stake represents 0.01% of the portfolio and ranks #277 among its holdings.

501 funds tracked by Wall St. Rank hold GEN as of Q4 2018.

  • Clarfeld Financial Advisors held 376 shares of Gen Digital worth $7K as of Q4 2018.
  • Gen Digital was a new Clarfeld Financial Advisors position in Q4 2018.
  • Gen Digital made up 0.01% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #277 holding.
  • 501 funds tracked by Wall St. Rank held Gen Digital as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.