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Edge Advisors’s Gen Digital GEN Stock Holding History

Edge 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
2018
Q2 		$1K Buy
+85
New +$2.04K ﹤0.01% 804
2018
Q1 		– Sell
-29
Closed – – 895
2017
Q4 		$0 Hold
29
– – ﹤0.01% 931
2017
Q3 		$0 Buy
+29
New +$884 ﹤0.01% 918

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
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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CGI
CI Global Investments Oakland, California $6.5B AUM 8.71% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Edge Advisors's GEN Position: Q2 2018 in Review

Edge Advisors opened a new position in Gen Digital (GEN) in Q2 2018: 85 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #804 among its holdings. This is a return to the name: Edge Advisors previously reported a position in GEN as recently as Q4 2017.

Edge Advisors first reported a position in GEN in Q3 2017 and has held it in 3 quarters since. 477 funds tracked by Wall St. Rank hold GEN as of Q2 2018.

  • Edge Advisors held 85 shares of Gen Digital worth $1K as of Q2 2018.
  • Gen Digital was a new Edge Advisors position in Q2 2018.
  • Gen Digital made up ﹤0.01% of Edge Advisors's portfolio in Q2 2018, its #804 holding.
  • Edge Advisors first reported a position in Gen Digital in Q3 2017 and has held it in 3 quarters since.
  • 477 funds tracked by Wall St. Rank held Gen Digital as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.