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Crewe Advisors’s Gen Digital GEN Stock Holding History

Crewe 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
2023
Q4 		– Sell
-19
Closed -$336 – 531
2023
Q3 		$336 Hold
19
– – ﹤0.01% 412
2023
Q2 		$353 Buy
+19
New +$332 ﹤0.01% 663
2022
Q4 		– Sell
-195
Closed -$4K – 1119
2022
Q3 		$4K Buy
195
+63
+48% +$1.46K ﹤0.01% 889
2022
Q2 		$3K Buy
+132
New +$3.25K ﹤0.01% 893

Other funds holding GEN

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Crewe Advisors's GEN Position: Q4 2023 in Review

Crewe Advisors sold out of Gen Digital (GEN) in Q4 2023, closing a stake of 19 shares — an estimated $336 sold.

Crewe Advisors first reported a position in GEN in Q2 2022 and held it in 4 quarters. The position peaked at $4K in Q3 2022. 545 funds tracked by Wall St. Rank hold GEN as of Q4 2023.

  • Crewe Advisors reported no remaining Gen Digital position as of Q4 2023 after selling out during the quarter.
  • Crewe Advisors sold 19 Gen Digital shares in Q4 2023, an estimated $336.
  • Crewe Advisors first reported a position in Gen Digital in Q2 2022 and held it in 4 quarters.
  • Crewe Advisors's Gen Digital position peaked at $4K in Q3 2022.
  • 545 funds tracked by Wall St. Rank held Gen Digital as of Q4 2023.

Based on Crewe Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.