Shine Investment Advisory Services’s Gen Digital GEN Stock Holding History

Shine Investment Advisory Services’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 Q3	$24K	Buy	1,150 +849	+282%	+$18.4K	0.01%	423
2020 Q2	$6K	Hold	301	–	–	﹤0.01%	614
2020 Q1	$6K	Hold	301	–	–	﹤0.01%	580
2019 Q4	$8K	Hold	301	–	–	﹤0.01%	610
2019 Q3	$7K	Hold	301	–	–	﹤0.01%	616
2019 Q2	$7K	Hold	301	–	–	﹤0.01%	587
2019 Q1	$7K	Hold	301	–	–	﹤0.01%	595
2018 Q4	$6K	Hold	301	–	–	﹤0.01%	591
2018 Q3	$6K	Hold	301	–	–	﹤0.01%	588
2018 Q2	$6K	Sell	301 -951	-76%	-$22.8K	﹤0.01%	597
2018 Q1	$32K	Buy	1,252 +301	+32%	+$8.19K	0.02%	381
2017 Q4	$27K	Hold	951	–	–	0.01%	405
2017 Q3	$31K	Sell	951 -53	-5%	-$1.62K	0.02%	379
2017 Q2	$28K	Buy	+1,004	New	+$30.4K	0.01%	381

Other funds holding GEN

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Shine Investment Advisory Services's GEN Position: Q3 2020 in Review

Shine Investment Advisory Services increased its Gen Digital (GEN) stake by 282% in Q3 2020, buying an estimated $18.4K and bringing the position to 1,150 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #423.

Shine Investment Advisory Services first reported a position in GEN in Q2 2017 and has held it in 14 quarters since. The position peaked at $32K in Q1 2018. 518 funds tracked by Wall St. Rank hold GEN as of Q3 2020.

Shine Investment Advisory Services held 1,150 shares of Gen Digital worth $24K as of Q3 2020.
Shine Investment Advisory Services bought 849 Gen Digital shares in Q3 2020, an estimated $18.4K.
Gen Digital made up 0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #423 holding.
Shine Investment Advisory Services first reported a position in Gen Digital in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's Gen Digital position peaked at $32K in Q1 2018.
518 funds tracked by Wall St. Rank held Gen Digital as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.