HC Financial Advisors’s Gen Digital GEN Stock Holding History

HC Financial 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
2022 Q2	–	Sell	-50	Closed	-$1K	–	340
2022 Q1	$1K	Buy	+50	New	+$1.38K	﹤0.01%	302

Other funds holding GEN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HC Financial Advisors's GEN Position: Q2 2022 in Review

HC Financial Advisors sold out of Gen Digital (GEN) in Q2 2022, closing a stake of 50 shares — an estimated $1K sold.

HC Financial Advisors first reported a position in GEN in Q1 2022 and held it in 1 quarter. The position peaked at $1K in Q1 2022. 579 funds tracked by Wall St. Rank hold GEN as of Q2 2022.

HC Financial Advisors reported no remaining Gen Digital position as of Q2 2022 after selling out during the quarter.
HC Financial Advisors sold 50 Gen Digital shares in Q2 2022, an estimated $1K.
HC Financial Advisors first reported a position in Gen Digital in Q1 2022 and held it in 1 quarter.
HC Financial Advisors's Gen Digital position peaked at $1K in Q1 2022.
579 funds tracked by Wall St. Rank held Gen Digital as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.