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Coppell Advisory Solutions Corp’s Gen Digital GEN Stock Holding History

Coppell Advisory Solutions Corp’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
2023
Q1 		– Sell
-1,319
Closed -$28.3K – 555
2022
Q4 		$28.3K Buy
+1,319
New +$29.1K 0.01% 443

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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Coppell Advisory Solutions Corp's GEN Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of Gen Digital (GEN) in Q1 2023, closing a stake of 1,319 shares — an estimated $28.3K sold.

Coppell Advisory Solutions Corp first reported a position in GEN in Q4 2022 and held it in 1 quarter. The position peaked at $28.3K in Q4 2022. 535 funds tracked by Wall St. Rank hold GEN as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Gen Digital position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 1,319 Gen Digital shares in Q1 2023, an estimated $28.3K.
  • Coppell Advisory Solutions Corp first reported a position in Gen Digital in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Gen Digital position peaked at $28.3K in Q4 2022.
  • 535 funds tracked by Wall St. Rank held Gen Digital as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.