Icon Wealth Partners’s Gen Digital GEN Stock Holding History

Icon Wealth Partners’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
2019 Q2	–	Sell	-637	Closed	-$15K	–	391
2019 Q1	$15K	Buy	+637	New	+$13.9K	0.01%	610

Other funds holding GEN

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Icon Wealth Partners's GEN Position: Q2 2019 in Review

Icon Wealth Partners sold out of Gen Digital (GEN) in Q2 2019, closing a stake of 637 shares — an estimated $15K sold.

Icon Wealth Partners first reported a position in GEN in Q1 2019 and held it in 1 quarter. The position peaked at $15K in Q1 2019. 469 funds tracked by Wall St. Rank hold GEN as of Q2 2019.

Icon Wealth Partners reported no remaining Gen Digital position as of Q2 2019 after selling out during the quarter.
Icon Wealth Partners sold 637 Gen Digital shares in Q2 2019, an estimated $15K.
Icon Wealth Partners first reported a position in Gen Digital in Q1 2019 and held it in 1 quarter.
Icon Wealth Partners's Gen Digital position peaked at $15K in Q1 2019.
469 funds tracked by Wall St. Rank held Gen Digital as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.