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Clarus Wealth Advisors’s Gen Digital GEN Stock Holding History

Clarus Wealth 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
Q2 		– Sell
-150
Closed -$3K – 646
2019
Q1 		$3K Hold
150
– – ﹤0.01% 630
2018
Q4 		$3K Hold
150
– – ﹤0.01% 620
2018
Q3 		$3K Hold
150
– – ﹤0.01% 655
2018
Q2 		$4K Buy
+150
New +$3.6K ﹤0.01% 644

Other funds holding GEN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Clarus Wealth Advisors's GEN Position: Q2 2019 in Review

Clarus Wealth Advisors sold out of Gen Digital (GEN) in Q2 2019, closing a stake of 150 shares — an estimated $3K sold.

Clarus Wealth Advisors first reported a position in GEN in Q2 2018 and held it in 4 quarters. The position peaked at $4K in Q2 2018. 469 funds tracked by Wall St. Rank hold GEN as of Q2 2019.

  • Clarus Wealth Advisors reported no remaining Gen Digital position as of Q2 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 150 Gen Digital shares in Q2 2019, an estimated $3K.
  • Clarus Wealth Advisors first reported a position in Gen Digital in Q2 2018 and held it in 4 quarters.
  • Clarus Wealth Advisors's Gen Digital position peaked at $4K in Q2 2018.
  • 469 funds tracked by Wall St. Rank held Gen Digital as of Q2 2019.

Based on Clarus Wealth Advisors's 13F filing for Q2 2019, filed 24 Jul 2019.