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Legacy Financial Advisors’s Gen Digital GEN Stock Holding History

Legacy Financial 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
2019
Q2 		– Sell
-1,169
Closed -$27K – 415
2019
Q1 		$27K Buy
1,169
+68
+6% +$1.48K 0.01% 398
2018
Q4 		$21K Buy
1,101
+711
+182% +$14.7K 0.01% 398
2018
Q3 		$8K Sell
390
-700
-64% -$14.3K ﹤0.01% 580
2018
Q2 		$24K Buy
1,090
+700
+179% +$16.8K 0.01% 351
2018
Q1 		$10K Hold
390
– – ﹤0.01% 471
2017
Q4 		$10K Buy
+390
New +$11.7K ﹤0.01% 476

Other funds holding GEN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Legacy Financial Advisors's GEN Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Gen Digital (GEN) in Q2 2019, closing a stake of 1,169 shares — an estimated $27K sold.

Legacy Financial Advisors first reported a position in GEN in Q4 2017 and held it in 6 quarters. The position peaked at $27K in Q1 2019. 469 funds tracked by Wall St. Rank hold GEN as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Gen Digital position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 1,169 Gen Digital shares in Q2 2019, an estimated $27K.
  • Legacy Financial Advisors first reported a position in Gen Digital in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Gen Digital position peaked at $27K in Q1 2019.
  • 469 funds tracked by Wall St. Rank held Gen Digital as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.