Kovack Advisors’s Gen Digital GEN Stock Holding History

Kovack Advisors’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 Q4	–	Sell	-10,138	Closed	-$211K	–	634
2020 Q3	$211K	Sell	10,138 -196	-2%	-$4.24K	0.04%	411
2020 Q2	$205K	Buy	+10,334	New	+$210K	0.04%	406

Other funds holding GEN

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

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

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

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

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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Kovack Advisors's GEN Position: Q4 2020 in Review

Kovack Advisors sold out of Gen Digital (GEN) in Q4 2020, closing a stake of 10,138 shares — an estimated $211K sold.

Kovack Advisors first reported a position in GEN in Q2 2020 and held it in 2 quarters. The position peaked at $211K in Q3 2020. 528 funds tracked by Wall St. Rank hold GEN as of Q4 2020.

Kovack Advisors reported no remaining Gen Digital position as of Q4 2020 after selling out during the quarter.
Kovack Advisors sold 10,138 Gen Digital shares in Q4 2020, an estimated $211K.
Kovack Advisors first reported a position in Gen Digital in Q2 2020 and held it in 2 quarters.
Kovack Advisors's Gen Digital position peaked at $211K in Q3 2020.
528 funds tracked by Wall St. Rank held Gen Digital as of Q4 2020.

Based on Kovack Advisors's 13F filing for Q4 2020, filed 14 Jan 2021.