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Miracle Mile Advisors’s Gen Digital GEN Stock Holding History

Miracle Mile 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
2023
Q4 		– Sell
-19,955
Closed -$353K – 505
2023
Q3 		$353K Buy
19,955
+650
+3% +$12.7K 0.01% 378
2023
Q2 		$358K Sell
19,305
-1,158
-6% -$20.3K 0.01% 397
2023
Q1 		$351K Sell
20,463
-189
-0.9% -$3.79K 0.01% 410
2022
Q4 		$443K Buy
20,652
+812
+4% +$17.9K 0.02% 377
2022
Q3 		$400K Sell
19,840
-1,283
-6% -$29.7K 0.02% 317
2022
Q2 		$464K Buy
+21,123
New +$519K 0.02% 306

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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Miracle Mile Advisors's GEN Position: Q4 2023 in Review

Miracle Mile Advisors sold out of Gen Digital (GEN) in Q4 2023, closing a stake of 19,955 shares — an estimated $353K sold.

Miracle Mile Advisors first reported a position in GEN in Q2 2022 and held it in 6 quarters. The position peaked at $464K in Q2 2022. 545 funds tracked by Wall St. Rank hold GEN as of Q4 2023.

  • Miracle Mile Advisors reported no remaining Gen Digital position as of Q4 2023 after selling out during the quarter.
  • Miracle Mile Advisors sold 19,955 Gen Digital shares in Q4 2023, an estimated $353K.
  • Miracle Mile Advisors first reported a position in Gen Digital in Q2 2022 and held it in 6 quarters.
  • Miracle Mile Advisors's Gen Digital position peaked at $464K in Q2 2022.
  • 545 funds tracked by Wall St. Rank held Gen Digital as of Q4 2023.

Based on Miracle Mile Advisors's 13F filing for Q4 2023, filed 22 Jan 2024.