First Personal Financial Services’s Gen Digital GEN Stock Holding History

First Personal Financial Services’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
2020 Q1	–	Sell	-237	Closed	-$6K	–	386
2019 Q4	$6K	Hold	237	–	–	﹤0.01%	300
2019 Q3	$6K	Hold	237	–	–	﹤0.01%	384
2019 Q2	$5K	Buy	237 +37	+19%	+$795	﹤0.01%	591
2019 Q1	$5K	Hold	200	–	–	﹤0.01%	589
2018 Q4	$4K	Hold	200	–	–	﹤0.01%	583
2018 Q3	$4K	Hold	200	–	–	﹤0.01%	627
2018 Q2	$4K	Buy	+200	New	+$4.8K	﹤0.01%	594
2017 Q1	–	Sell	-277	Closed	-$7K	–	898
2016 Q4	$7K	Hold	277	–	–	﹤0.01%	780
2016 Q3	$7K	Buy	277 +142	+105%	+$3.23K	﹤0.01%	653
2016 Q2	$3K	Buy	+135	New	+$2.43K	﹤0.01%	731

Other funds holding GEN

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

First Personal Financial Services's GEN Position: Q1 2020 in Review

First Personal Financial Services sold out of Gen Digital (GEN) in Q1 2020, closing a stake of 237 shares — an estimated $6K sold.

First Personal Financial Services first reported a position in GEN in Q2 2016 and held it in 10 quarters. The position peaked at $7K in Q4 2016. 500 funds tracked by Wall St. Rank hold GEN as of Q1 2020.

First Personal Financial Services reported no remaining Gen Digital position as of Q1 2020 after selling out during the quarter.
First Personal Financial Services sold 237 Gen Digital shares in Q1 2020, an estimated $6K.
First Personal Financial Services first reported a position in Gen Digital in Q2 2016 and held it in 10 quarters.
First Personal Financial Services's Gen Digital position peaked at $7K in Q4 2016.
500 funds tracked by Wall St. Rank held Gen Digital as of Q1 2020.

Based on First Personal Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.