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Comprehensive Financial Consultants Institutional’s Gen Digital GEN Stock Holding History

Comprehensive Financial Consultants Institutional’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
-544
Closed -$15K – 277
2021
Q4 		$15K Buy
+544
New +$13.8K 0.01% 313

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 $733B AUM 35.63% 1-Year Est. Return
BlackRock
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
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

Comprehensive Financial Consultants Institutional's GEN Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of Gen Digital (GEN) in Q1 2022, closing a stake of 544 shares — an estimated $15K sold.

Comprehensive Financial Consultants Institutional first reported a position in GEN in Q4 2021 and held it in 1 quarter. The position peaked at $15K in Q4 2021. 591 funds tracked by Wall St. Rank hold GEN as of Q1 2022.

  • Comprehensive Financial Consultants Institutional reported no remaining Gen Digital position as of Q1 2022 after selling out during the quarter.
  • Comprehensive Financial Consultants Institutional sold 544 Gen Digital shares in Q1 2022, an estimated $15K.
  • Comprehensive Financial Consultants Institutional first reported a position in Gen Digital in Q4 2021 and held it in 1 quarter.
  • Comprehensive Financial Consultants Institutional's Gen Digital position peaked at $15K in Q4 2021.
  • 591 funds tracked by Wall St. Rank held Gen Digital as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.