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Schechter Investment Advisors’s Gen Digital GEN Stock Holding History

Schechter 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
2022
Q2 		– Sell
-10,814
Closed -$287K – 973
2022
Q1 		$287K Buy
10,814
+428
+4% +$11.8K 0.03% 723
2021
Q4 		$270K Buy
+10,386
New +$263K 0.02% 705

Other funds holding GEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Schechter Investment Advisors's GEN Position: Q2 2022 in Review

Schechter Investment Advisors sold out of Gen Digital (GEN) in Q2 2022, closing a stake of 10,814 shares — an estimated $287K sold.

Schechter Investment Advisors first reported a position in GEN in Q4 2021 and held it in 2 quarters. The position peaked at $287K in Q1 2022. 578 funds tracked by Wall St. Rank hold GEN as of Q2 2022.

  • Schechter Investment Advisors reported no remaining Gen Digital position as of Q2 2022 after selling out during the quarter.
  • Schechter Investment Advisors sold 10,814 Gen Digital shares in Q2 2022, an estimated $287K.
  • Schechter Investment Advisors first reported a position in Gen Digital in Q4 2021 and held it in 2 quarters.
  • Schechter Investment Advisors's Gen Digital position peaked at $287K in Q1 2022.
  • 578 funds tracked by Wall St. Rank held Gen Digital as of Q2 2022.

Based on Schechter Investment Advisors's 13F filing for Q2 2022, filed 3 Nov 2022.