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KB Financial Partners’s Gen Digital GEN Stock Holding History

KB Financial 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
2023
Q1 		– Sell
-64
Closed -$1K – 595
2022
Q4 		$1K Hold
64
– – ﹤0.01% 569
2022
Q3 		$1K Hold
64
– – ﹤0.01% 556
2022
Q2 		$1K Sell
64
-846
-93% -$20.8K ﹤0.01% 559
2022
Q1 		$24K Buy
910
+3
+0.3% +$82 0.01% 338
2021
Q4 		$24K Buy
+907
New +$23K 0.01% 354
2021
Q3 		– Sell
-732
Closed -$20K – 321
2021
Q2 		$20K Buy
732
+668
+1,044% +$16.6K 0.01% 348
2021
Q1 		$1K Buy
+64
New +$1.34K ﹤0.01% 612

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

KB Financial Partners's GEN Position: Q1 2023 in Review

KB Financial Partners sold out of Gen Digital (GEN) in Q1 2023, closing a stake of 64 shares — an estimated $1K sold.

KB Financial Partners first reported a position in GEN in Q1 2021 and held it in 7 quarters. The position peaked at $24K in Q1 2022. 536 funds tracked by Wall St. Rank hold GEN as of Q1 2023.

  • KB Financial Partners reported no remaining Gen Digital position as of Q1 2023 after selling out during the quarter.
  • KB Financial Partners sold 64 Gen Digital shares in Q1 2023, an estimated $1K.
  • KB Financial Partners first reported a position in Gen Digital in Q1 2021 and held it in 7 quarters.
  • KB Financial Partners's Gen Digital position peaked at $24K in Q1 2022.
  • 536 funds tracked by Wall St. Rank held Gen Digital as of Q1 2023.

Based on KB Financial Partners's 13F filing for Q1 2023, filed 17 May 2023.