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OneDigital Investment Advisors’s Gen Digital GEN Stock Holding History

OneDigital 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
2019
Q3 		– Sell
-50
Closed -$1K – 791
2019
Q2 		$1K Hold
50
– – ﹤0.01% 1163
2019
Q1 		$1K Hold
50
– – ﹤0.01% 1086
2018
Q4 		$1K Hold
50
– – ﹤0.01% 1066
2018
Q3 		$1K Hold
50
– – ﹤0.01% 1015
2018
Q2 		$1K Buy
+50
New +$1.2K ﹤0.01% 1287

Other funds holding GEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

OneDigital Investment Advisors's GEN Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of Gen Digital (GEN) in Q3 2019, closing a stake of 50 shares — an estimated $1K sold.

OneDigital Investment Advisors first reported a position in GEN in Q2 2018 and held it in 5 quarters. The position peaked at $1K in Q2 2019. 499 funds tracked by Wall St. Rank hold GEN as of Q3 2019.

  • OneDigital Investment Advisors reported no remaining Gen Digital position as of Q3 2019 after selling out during the quarter.
  • OneDigital Investment Advisors sold 50 Gen Digital shares in Q3 2019, an estimated $1K.
  • OneDigital Investment Advisors first reported a position in Gen Digital in Q2 2018 and held it in 5 quarters.
  • OneDigital Investment Advisors's Gen Digital position peaked at $1K in Q2 2019.
  • 499 funds tracked by Wall St. Rank held Gen Digital as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.