LifePlan Financial Group’s Gen Digital GEN Stock Holding History

LifePlan Financial 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
2019 Q2	–	Sell	-9	Closed	–	–	552
2019 Q1	$0	Buy	+9	New	+$196	﹤0.01%	555

Other funds holding GEN

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LifePlan Financial Group's GEN Position: Q2 2019 in Review

LifePlan Financial Group sold out of Gen Digital (GEN) in Q2 2019, closing a stake of 9 shares.

LifePlan Financial Group first reported a position in GEN in Q1 2019 and held it in 1 quarter. The position peaked at $0 in Q1 2019. 469 funds tracked by Wall St. Rank hold GEN as of Q2 2019.

LifePlan Financial Group reported no remaining Gen Digital position as of Q2 2019 after selling out during the quarter.
LifePlan Financial Group sold 9 Gen Digital shares in Q2 2019.
LifePlan Financial Group first reported a position in Gen Digital in Q1 2019 and held it in 1 quarter.
LifePlan Financial Group's Gen Digital position peaked at $0 in Q1 2019.
469 funds tracked by Wall St. Rank held Gen Digital as of Q2 2019.

Based on LifePlan Financial Group's 13F filing for Q2 2019, filed 15 Jul 2019.