Liberty Wealth Management’s Gen Digital GEN Stock Holding History

Liberty Wealth 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
2021 Q4	–	Sell	-439	Closed	-$11K	–	525
2021 Q3	$11K	Sell	439 -1,584	-78%	-$41.2K	﹤0.01%	806
2021 Q2	$55K	Buy	2,023 +149	+8%	+$3.71K	0.02%	303
2021 Q1	$40K	Hold	1,874	–	–	0.02%	322
2020 Q4	$40K	Sell	1,874 -3	-0.2%	-$61	0.02%	318
2020 Q3	$39K	Sell	1,877 -103	-5%	-$2.23K	0.02%	270
2020 Q2	$39K	Sell	1,980 -191	-9%	-$3.89K	0.03%	256
2020 Q1	$41K	Buy	2,171 +1,771	+443%	+$38.3K	0.04%	232
2019 Q4	$10K	Hold	400	–	–	0.01%	534
2019 Q3	$9K	Sell	400 -167	-29%	-$3.9K	0.01%	535
2019 Q2	$12K	Buy	567 +167	+42%	+$3.59K	0.01%	484
2019 Q1	$9K	Hold	400	–	–	0.01%	454
2018 Q4	$7K	Buy	+400	New	+$8.27K	0.01%	481

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Liberty Wealth Management's GEN Position: Q4 2021 in Review

Liberty Wealth Management sold out of Gen Digital (GEN) in Q4 2021, closing a stake of 439 shares — an estimated $11K sold.

Liberty Wealth Management first reported a position in GEN in Q4 2018 and held it in 12 quarters. The position peaked at $55K in Q2 2021. 562 funds tracked by Wall St. Rank hold GEN as of Q4 2021.

Liberty Wealth Management reported no remaining Gen Digital position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 439 Gen Digital shares in Q4 2021, an estimated $11K.
Liberty Wealth Management first reported a position in Gen Digital in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's Gen Digital position peaked at $55K in Q2 2021.
562 funds tracked by Wall St. Rank held Gen Digital as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.