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Future Financial Wealth Management’s Gen Digital GEN Stock Holding History

Future Financial Wealth Management’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
2022
Q3 		– Sell
-14,669
Closed -$389K – 124
2022
Q2 		$389K Hold
14,669
– – 0.38% 78
2022
Q1 		$389K Buy
14,669
+1,680
+13% +$46.2K 0.32% 78
2021
Q4 		$342K Buy
+12,989
New +$329K 0.27% 87

Other funds holding GEN

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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
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
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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Future Financial Wealth Management's GEN Position: Q3 2022 in Review

Future Financial Wealth Management sold out of Gen Digital (GEN) in Q3 2022, closing a stake of 14,669 shares — an estimated $389K sold.

Future Financial Wealth Management first reported a position in GEN in Q4 2021 and held it in 3 quarters. The position peaked at $389K in Q2 2022. 564 funds tracked by Wall St. Rank hold GEN as of Q3 2022.

  • Future Financial Wealth Management reported no remaining Gen Digital position as of Q3 2022 after selling out during the quarter.
  • Future Financial Wealth Management sold 14,669 Gen Digital shares in Q3 2022, an estimated $389K.
  • Future Financial Wealth Management first reported a position in Gen Digital in Q4 2021 and held it in 3 quarters.
  • Future Financial Wealth Management's Gen Digital position peaked at $389K in Q2 2022.
  • 564 funds tracked by Wall St. Rank held Gen Digital as of Q3 2022.

Based on Future Financial Wealth Management's 13F filing for Q3 2022, filed 13 Oct 2022.