LWM
GEN icon

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
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 $5.7T 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