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Legend Financial Advisors’s Gen Digital GEN Stock Holding History

Legend 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
2024
Q1 		– Sell
-250
Closed -$5.71K – 190
2023
Q4 		$5.71K Hold
250
– – ﹤0.01% 146
2023
Q3 		$4.42K Hold
250
– – ﹤0.01% 164
2023
Q2 		$4.64K Hold
250
– – ﹤0.01% 179
2023
Q1 		$4.29K Sell
250
-250
-50% -$5.02K ﹤0.01% 190
2022
Q4 		$10.7K Hold
500
– – 0.01% 161
2022
Q3 		$10.1K Buy
+500
New +$11.6K 0.01% 145

Other funds holding GEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legend Financial Advisors's GEN Position: Q1 2024 in Review

Legend Financial Advisors sold out of Gen Digital (GEN) in Q1 2024, closing a stake of 250 shares — an estimated $5.71K sold.

Legend Financial Advisors first reported a position in GEN in Q3 2022 and held it in 6 quarters. The position peaked at $10.7K in Q4 2022. 538 funds tracked by Wall St. Rank hold GEN as of Q1 2024.

  • Legend Financial Advisors reported no remaining Gen Digital position as of Q1 2024 after selling out during the quarter.
  • Legend Financial Advisors sold 250 Gen Digital shares in Q1 2024, an estimated $5.71K.
  • Legend Financial Advisors first reported a position in Gen Digital in Q3 2022 and held it in 6 quarters.
  • Legend Financial Advisors's Gen Digital position peaked at $10.7K in Q4 2022.
  • 538 funds tracked by Wall St. Rank held Gen Digital as of Q1 2024.

Based on Legend Financial Advisors's 13F filing for Q1 2024, filed 17 Apr 2024.