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Loring Wolcott & Coolidge Fiduciary Advisors’s Gen Digital GEN Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2021
Q1 		– Sell
-112
Closed -$2K – 464
2020
Q4 		$2K Buy
+112
New +$2.26K ﹤0.01% 745
2017
Q4 		– Sell
-88
Closed -$3K – 785
2017
Q3 		$3K Buy
+88
New +$2.68K ﹤0.01% 619
2016
Q2 		– Sell
-2,800
Closed -$51K – 639
2016
Q1 		$51K Hold
2,800
– – ﹤0.01% 391
2015
Q4 		$59K Buy
+2,800
New +$57K ﹤0.01% 401
2014
Q1 		– Sell
-316
Closed -$7K – 627
2013
Q4 		$7K Sell
316
-1,284
-80% -$30K ﹤0.01% 542
2013
Q3 		$40K Hold
1,600
– – ﹤0.01% 383
2013
Q2 		$36K Buy
+1,600
New +$37.6K ﹤0.01% 423

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 $5.72T 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
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's GEN Position: Q1 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Gen Digital (GEN) in Q1 2021, closing a stake of 112 shares — an estimated $2K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in GEN in Q2 2013 and held it in 7 quarters. The position peaked at $59K in Q4 2015. 525 funds tracked by Wall St. Rank hold GEN as of Q1 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Gen Digital position as of Q1 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 112 Gen Digital shares in Q1 2021, an estimated $2K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Gen Digital in Q2 2013 and held it in 7 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Gen Digital position peaked at $59K in Q4 2015.
  • 525 funds tracked by Wall St. Rank held Gen Digital as of Q1 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2021, filed 14 Apr 2021.