Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SWM
SeaCrest Wealth Management’s
Gen Digital
GEN
Stock Holding History
SeaCrest Wealth Management’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
-15,041
Closed
-$399K
–
1626
2022
Q1
$399K
Buy
15,041
+6,299
+72%
+$173K
0.05%
431
2021
Q4
$227K
Sell
8,742
-11,670
-57%
-$295K
0.02%
605
2021
Q3
$516K
Buy
+20,412
New
+$531K
0.06%
332
2019
Q2
–
Sell
-1,803
Closed
-$41K
–
1019
2019
Q1
$41K
Hold
1,803
–
–
0.01%
1012
2018
Q4
$34K
Buy
1,803
+1,601
+793%
+$33.1K
0.01%
1033
2018
Q3
$4K
Hold
202
–
–
﹤0.01%
1914
2018
Q2
$4K
Hold
202
–
–
﹤0.01%
1869
2018
Q1
$5K
Sell
202
-200
-50%
-$5.44K
﹤0.01%
1783
2017
Q4
$11K
Buy
+402
New
+$12K
﹤0.01%
1556
Other funds holding GEN
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
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, Massachusetts
$95.5B AUM
28.4%
1-Year Est. Return
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
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close