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Kowal Investment Group’s Gen Digital GEN Stock Holding History

Kowal Investment Group’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
2021
Q4 		– Sell
-226
Closed -$6K – 431
2021
Q3 		$6K Buy
+226
New +$5.88K ﹤0.01% 606

Other funds holding GEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kowal Investment Group's GEN Position: Q4 2021 in Review

Kowal Investment Group sold out of Gen Digital (GEN) in Q4 2021, closing a stake of 226 shares — an estimated $6K sold.

Kowal Investment Group first reported a position in GEN in Q3 2021 and held it in 1 quarter. The position peaked at $6K in Q3 2021. 562 funds tracked by Wall St. Rank hold GEN as of Q4 2021.

  • Kowal Investment Group reported no remaining Gen Digital position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 226 Gen Digital shares in Q4 2021, an estimated $6K.
  • Kowal Investment Group first reported a position in Gen Digital in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's Gen Digital position peaked at $6K in Q3 2021.
  • 562 funds tracked by Wall St. Rank held Gen Digital as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.