Kore Private Wealth’s Gen Digital GEN Stock Holding History

Kore Private Wealth’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
2020 Q3	–	Sell	-1,123	Closed	-$22K	–	574
2020 Q2	$22K	Sell	1,123 -88	-7%	-$1.79K	﹤0.01%	629
2020 Q1	$23K	Buy	+1,211	New	+$26.2K	0.01%	566

Other funds holding GEN

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kore Private Wealth's GEN Position: Q3 2020 in Review

Kore Private Wealth sold out of Gen Digital (GEN) in Q3 2020, closing a stake of 1,123 shares — an estimated $22K sold.

Kore Private Wealth first reported a position in GEN in Q1 2020 and held it in 2 quarters. The position peaked at $23K in Q1 2020. 518 funds tracked by Wall St. Rank hold GEN as of Q3 2020.

Kore Private Wealth reported no remaining Gen Digital position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 1,123 Gen Digital shares in Q3 2020, an estimated $22K.
Kore Private Wealth first reported a position in Gen Digital in Q1 2020 and held it in 2 quarters.
Kore Private Wealth's Gen Digital position peaked at $23K in Q1 2020.
518 funds tracked by Wall St. Rank held Gen Digital as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.