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Polaris Wealth Advisory Group’s Gen Digital GEN Stock Holding History

Polaris Wealth Advisory 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
2018
Q4 		– Sell
-213
Closed -$5K – 264
2018
Q3 		$5K Buy
+213
New +$4.34K ﹤0.01% 447

Other funds holding GEN

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Polaris Wealth Advisory Group's GEN Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Gen Digital (GEN) in Q4 2018, closing a stake of 213 shares — an estimated $5K sold.

Polaris Wealth Advisory Group first reported a position in GEN in Q3 2018 and held it in 1 quarter. The position peaked at $5K in Q3 2018. 501 funds tracked by Wall St. Rank hold GEN as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining Gen Digital position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 213 Gen Digital shares in Q4 2018, an estimated $5K.
  • Polaris Wealth Advisory Group first reported a position in Gen Digital in Q3 2018 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's Gen Digital position peaked at $5K in Q3 2018.
  • 501 funds tracked by Wall St. Rank held Gen Digital as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.