MPS Loria Financial Planners’s Gen Digital GEN Stock Holding History

MPS Loria Financial Planners’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 Q2	–	Sell	-24	Closed	–	–	289
2021 Q1	$0	Hold	24	–	–	﹤0.01%	594
2020 Q4	$0	Buy	+24	New	+$485	﹤0.01%	624

Other funds holding GEN

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MPS Loria Financial Planners's GEN Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Gen Digital (GEN) in Q2 2021, closing a stake of 24 shares.

MPS Loria Financial Planners first reported a position in GEN in Q4 2020 and held it in 2 quarters. The position peaked at $0 in Q1 2021. 557 funds tracked by Wall St. Rank hold GEN as of Q2 2021.

MPS Loria Financial Planners reported no remaining Gen Digital position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 24 Gen Digital shares in Q2 2021.
MPS Loria Financial Planners first reported a position in Gen Digital in Q4 2020 and held it in 2 quarters.
MPS Loria Financial Planners's Gen Digital position peaked at $0 in Q1 2021.
557 funds tracked by Wall St. Rank held Gen Digital as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.