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Genovese Burford & Brothers Wealth & Retirement Plan Management’s Gen Digital GEN Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2017
Q1 		– Sell
-73
Closed -$2K – 460
2016
Q4 		$2K Hold
73
– – ﹤0.01% 442
2016
Q3 		$1K Hold
73
– – ﹤0.01% 411
2016
Q2 		$1K Buy
+73
New +$1.31K ﹤0.01% 390

Other funds holding GEN

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's GEN Position: Q1 2017 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Gen Digital (GEN) in Q1 2017, closing a stake of 73 shares — an estimated $2K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in GEN in Q2 2016 and held it in 3 quarters. The position peaked at $2K in Q4 2016. 526 funds tracked by Wall St. Rank hold GEN as of Q1 2017.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Gen Digital position as of Q1 2017 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 73 Gen Digital shares in Q1 2017, an estimated $2K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Gen Digital in Q2 2016 and held it in 3 quarters.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's Gen Digital position peaked at $2K in Q4 2016.
  • 526 funds tracked by Wall St. Rank held Gen Digital as of Q1 2017.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q1 2017, filed 28 Apr 2017.