CWA
GEN icon

Clearview Wealth Advisors’s Gen Digital GEN Stock Holding History

Clearview 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
2022
Q1 		– Sell
-56
Closed -$1K – 648
2021
Q4 		$1K Hold
56
– – ﹤0.01% 637
2021
Q3 		$1K Hold
56
– – ﹤0.01% 618
2021
Q2 		$2K Hold
56
– – ﹤0.01% 575
2021
Q1 		$1K Hold
56
– – ﹤0.01% 581
2020
Q4 		$1K Buy
+56
New +$1.13K ﹤0.01% 540

Other funds holding GEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 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 $495B AUM 43.24% 1-Year Est. Return

Clearview Wealth Advisors's GEN Position: Q1 2022 in Review

Clearview Wealth Advisors sold out of Gen Digital (GEN) in Q1 2022, closing a stake of 56 shares — an estimated $1K sold.

Clearview Wealth Advisors first reported a position in GEN in Q4 2020 and held it in 5 quarters. The position peaked at $2K in Q2 2021. 591 funds tracked by Wall St. Rank hold GEN as of Q1 2022.

  • Clearview Wealth Advisors reported no remaining Gen Digital position as of Q1 2022 after selling out during the quarter.
  • Clearview Wealth Advisors sold 56 Gen Digital shares in Q1 2022, an estimated $1K.
  • Clearview Wealth Advisors first reported a position in Gen Digital in Q4 2020 and held it in 5 quarters.
  • Clearview Wealth Advisors's Gen Digital position peaked at $2K in Q2 2021.
  • 591 funds tracked by Wall St. Rank held Gen Digital as of Q1 2022.

Based on Clearview Wealth Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.