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Industrial Alliance Investment Management’s Gen Digital GEN Stock Holding History

Industrial Alliance Investment 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
2023
Q2 		– Sell
-61,802
Closed -$1.06M – 295
2023
Q1 		$1.06M Buy
+61,802
New +$1.24M 0.03% 296
2022
Q4 		– Sell
-8,903
Closed -$179K – 450
2022
Q3 		$179K Buy
+8,903
New +$206K 0.01% 356

Other funds holding GEN

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Industrial Alliance Investment Management's GEN Position: Q2 2023 in Review

Industrial Alliance Investment Management sold out of Gen Digital (GEN) in Q2 2023, closing a stake of 61,802 shares — an estimated $1.06M sold.

Industrial Alliance Investment Management first reported a position in GEN in Q3 2022 and held it in 2 quarters. The position peaked at $1.06M in Q1 2023. 519 funds tracked by Wall St. Rank hold GEN as of Q2 2023.

  • Industrial Alliance Investment Management reported no remaining Gen Digital position as of Q2 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 61,802 Gen Digital shares in Q2 2023, an estimated $1.06M.
  • Industrial Alliance Investment Management first reported a position in Gen Digital in Q3 2022 and held it in 2 quarters.
  • Industrial Alliance Investment Management's Gen Digital position peaked at $1.06M in Q1 2023.
  • 519 funds tracked by Wall St. Rank held Gen Digital as of Q2 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.