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Moneta Group Investment Advisors’s Gen Digital GEN Stock Holding History

Moneta Group Investment 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
2022
Q2 		– Sell
-7,768
Closed -$206K – 481
2022
Q1 		$206K Buy
+7,768
New +$214K 0.01% 423
2018
Q2 		– Sell
-505
Closed -$13K – 477
2018
Q1 		$13K Buy
+505
New +$13.7K ﹤0.01% 437

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
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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Moneta Group Investment Advisors's GEN Position: Q2 2022 in Review

Moneta Group Investment Advisors sold out of Gen Digital (GEN) in Q2 2022, closing a stake of 7,768 shares — an estimated $206K sold.

Moneta Group Investment Advisors first reported a position in GEN in Q1 2018 and held it in 2 quarters. The position peaked at $206K in Q1 2022. 578 funds tracked by Wall St. Rank hold GEN as of Q2 2022.

  • Moneta Group Investment Advisors reported no remaining Gen Digital position as of Q2 2022 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 7,768 Gen Digital shares in Q2 2022, an estimated $206K.
  • Moneta Group Investment Advisors first reported a position in Gen Digital in Q1 2018 and held it in 2 quarters.
  • Moneta Group Investment Advisors's Gen Digital position peaked at $206K in Q1 2022.
  • 578 funds tracked by Wall St. Rank held Gen Digital as of Q2 2022.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.