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Financial Management Professionals’s Gen Digital GEN Stock Holding History

Financial Management Professionals’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
2024
Q1 		– Sell
-50
Closed -$1K – 990
2023
Q4 		$1K Buy
+50
New +$990 ﹤0.01% 845
2022
Q2 		– Sell
-18
Closed – – 1001
2022
Q1 		$0 Buy
+18
New +$495 ﹤0.01% 1066

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Management Professionals's GEN Position: Q1 2024 in Review

Financial Management Professionals sold out of Gen Digital (GEN) in Q1 2024, closing a stake of 50 shares — an estimated $1K sold.

Financial Management Professionals first reported a position in GEN in Q1 2022 and held it in 2 quarters. The position peaked at $1K in Q4 2023. 538 funds tracked by Wall St. Rank hold GEN as of Q1 2024.

  • Financial Management Professionals reported no remaining Gen Digital position as of Q1 2024 after selling out during the quarter.
  • Financial Management Professionals sold 50 Gen Digital shares in Q1 2024, an estimated $1K.
  • Financial Management Professionals first reported a position in Gen Digital in Q1 2022 and held it in 2 quarters.
  • Financial Management Professionals's Gen Digital position peaked at $1K in Q4 2023.
  • 538 funds tracked by Wall St. Rank held Gen Digital as of Q1 2024.

Based on Financial Management Professionals's 13F filing for Q1 2024, filed 16 Apr 2024.