Kings Point Capital Management’s Gen Digital GEN Stock Holding History

Kings Point Capital 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
2022 Q1	–	Sell	-3,000	Closed	-$78K	–	606
2021 Q4	$78K	Hold	3,000	–	–	0.01%	329
2021 Q3	$76K	Buy	3,000 +1,000	+50%	+$26K	0.01%	309
2021 Q2	$54K	Buy	+2,000	New	+$49.8K	﹤0.01%	342
2020 Q1	–	Sell	-5,000	Closed	-$128K	–	477
2019 Q4	$128K	Hold	5,000	–	–	0.02%	223
2019 Q3	$118K	Buy	+5,000	New	+$117K	0.02%	211

Other funds holding GEN

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

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

Kings Point Capital Management's GEN Position: Q1 2022 in Review

Kings Point Capital Management sold out of Gen Digital (GEN) in Q1 2022, closing a stake of 3,000 shares — an estimated $78K sold.

Kings Point Capital Management first reported a position in GEN in Q3 2019 and held it in 5 quarters. The position peaked at $128K in Q4 2019. 591 funds tracked by Wall St. Rank hold GEN as of Q1 2022.

Kings Point Capital Management reported no remaining Gen Digital position as of Q1 2022 after selling out during the quarter.
Kings Point Capital Management sold 3,000 Gen Digital shares in Q1 2022, an estimated $78K.
Kings Point Capital Management first reported a position in Gen Digital in Q3 2019 and held it in 5 quarters.
Kings Point Capital Management's Gen Digital position peaked at $128K in Q4 2019.
591 funds tracked by Wall St. Rank held Gen Digital as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.