Phoenix Financial’s Gen Digital GEN Stock Holding History

Phoenix Financial’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 Q1	–	Sell	-13,224	Closed	-$273K	–	428
2020 Q4	$273K	Buy	+13,224	New	+$267K	0.01%	316

Other funds holding GEN

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

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Phoenix Financial's GEN Position: Q1 2021 in Review

Phoenix Financial sold out of Gen Digital (GEN) in Q1 2021, closing a stake of 13,224 shares — an estimated $273K sold.

Phoenix Financial first reported a position in GEN in Q4 2020 and held it in 1 quarter. The position peaked at $273K in Q4 2020. 525 funds tracked by Wall St. Rank hold GEN as of Q1 2021.

Phoenix Financial reported no remaining Gen Digital position as of Q1 2021 after selling out during the quarter.
Phoenix Financial sold 13,224 Gen Digital shares in Q1 2021, an estimated $273K.
Phoenix Financial first reported a position in Gen Digital in Q4 2020 and held it in 1 quarter.
Phoenix Financial's Gen Digital position peaked at $273K in Q4 2020.
525 funds tracked by Wall St. Rank held Gen Digital as of Q1 2021.

Based on Phoenix Financial's 13F filing for Q1 2021, filed 10 May 2021.