Koshinski Asset Management
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Koshinski Asset Management’s Gen Digital GEN Stock Holding History

Koshinski Asset 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
Q2 		– Sell
-800
Closed -$21.2K – 1127
2022
Q1 		$21.2K Hold
800
– – ﹤0.01% 1394
2021
Q4 		$20.8K Hold
800
– – ﹤0.01% 1431
2021
Q3 		$20.2K Buy
+800
New +$20.8K ﹤0.01% 1462

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SV
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Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Koshinski Asset Management's GEN Position: Q2 2022 in Review

Koshinski Asset Management sold out of Gen Digital (GEN) in Q2 2022, closing a stake of 800 shares — an estimated $21.2K sold.

Koshinski Asset Management first reported a position in GEN in Q3 2021 and held it in 3 quarters. The position peaked at $21.2K in Q1 2022. 578 funds tracked by Wall St. Rank hold GEN as of Q2 2022.

  • Koshinski Asset Management reported no remaining Gen Digital position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 800 Gen Digital shares in Q2 2022, an estimated $21.2K.
  • Koshinski Asset Management first reported a position in Gen Digital in Q3 2021 and held it in 3 quarters.
  • Koshinski Asset Management's Gen Digital position peaked at $21.2K in Q1 2022.
  • 578 funds tracked by Wall St. Rank held Gen Digital as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.