Claro Advisors’s Gen Digital GEN Stock Holding History

Claro 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
2019 Q1	–	Sell	-488	Closed	-$10K	–	461
2018 Q4	$10K	Buy	+488	New	+$10.1K	0.01%	673

Other funds holding GEN

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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Claro Advisors's GEN Position: Q1 2019 in Review

Claro Advisors sold out of Gen Digital (GEN) in Q1 2019, closing a stake of 488 shares — an estimated $10K sold.

Claro Advisors first reported a position in GEN in Q4 2018 and held it in 1 quarter. The position peaked at $10K in Q4 2018. 494 funds tracked by Wall St. Rank hold GEN as of Q1 2019.

Claro Advisors reported no remaining Gen Digital position as of Q1 2019 after selling out during the quarter.
Claro Advisors sold 488 Gen Digital shares in Q1 2019, an estimated $10K.
Claro Advisors first reported a position in Gen Digital in Q4 2018 and held it in 1 quarter.
Claro Advisors's Gen Digital position peaked at $10K in Q4 2018.
494 funds tracked by Wall St. Rank held Gen Digital as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.