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Oliver Lagore Vanvalin Investment Group’s Gen Digital GEN Stock Holding History

Oliver Lagore Vanvalin Investment 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
2022
Q4 		– Sell
-26
Closed -$1K – 709
2022
Q3 		$1K Hold
26
– – ﹤0.01% 575
2022
Q2 		$1K Buy
+26
New +$639 ﹤0.01% 550

Other funds holding GEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Starboard Value
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pictet Asset Management (Switzerland)
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's GEN Position: Q4 2022 in Review

Oliver Lagore Vanvalin Investment Group sold out of Gen Digital (GEN) in Q4 2022, closing a stake of 26 shares — an estimated $1K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in GEN in Q2 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 544 funds tracked by Wall St. Rank hold GEN as of Q4 2022.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Gen Digital position as of Q4 2022 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 26 Gen Digital shares in Q4 2022, an estimated $1K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Gen Digital in Q2 2022 and held it in 2 quarters.
  • Oliver Lagore Vanvalin Investment Group's Gen Digital position peaked at $1K in Q3 2022.
  • 544 funds tracked by Wall St. Rank held Gen Digital as of Q4 2022.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2022, filed 2 Mar 2023.