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Hoover Financial Advisors’s Gen Digital GEN Stock Holding History

Hoover 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
2021
Q2 		$44K Hold
1,600
– – 0.01% 291
2021
Q1 		$37K Hold
1,600
– – 0.01% 289
2020
Q4 		$33K Buy
+1,600
New +$32.3K 0.01% 274
2020
Q3 		– Sell
-1,673
Closed -$33K – 301
2020
Q2 		$33K Buy
+1,673
New +$34.1K 0.01% 224

Other funds holding GEN

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hoover Financial Advisors's GEN Position: Q2 2021 in Review

Hoover Financial Advisors held its Gen Digital (GEN) position steady in Q2 2021 at 1,600 shares worth $44K. The position accounts for 0.01% of the portfolio, ranked #291.

Hoover Financial Advisors first reported a position in GEN in Q2 2020 and has held it in 4 quarters since. 557 funds tracked by Wall St. Rank hold GEN as of Q2 2021.

  • Hoover Financial Advisors held 1,600 shares of Gen Digital worth $44K as of Q2 2021.
  • Hoover Financial Advisors left its Gen Digital share count unchanged in Q2 2021.
  • Gen Digital made up 0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #291 holding.
  • Hoover Financial Advisors first reported a position in Gen Digital in Q2 2020 and has held it in 4 quarters since.
  • 557 funds tracked by Wall St. Rank held Gen Digital as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.