PFWA
GEN icon

Paces Ferry Wealth Advisors’s Gen Digital GEN Stock Holding History

Paces Ferry Wealth 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
2020
Q4 		– Sell
-44
Closed -$1K – 509
2020
Q3 		$1K Buy
+44
New +$952 ﹤0.01% 843

Other funds holding GEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Paces Ferry Wealth Advisors's GEN Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Gen Digital (GEN) in Q4 2020, closing a stake of 44 shares — an estimated $1K sold.

Paces Ferry Wealth Advisors first reported a position in GEN in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 528 funds tracked by Wall St. Rank hold GEN as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Gen Digital position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 44 Gen Digital shares in Q4 2020, an estimated $1K.
  • Paces Ferry Wealth Advisors first reported a position in Gen Digital in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Gen Digital position peaked at $1K in Q3 2020.
  • 528 funds tracked by Wall St. Rank held Gen Digital as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.