Sowa Financial Group’s Gen Digital GEN Stock Holding History

Sowa Financial 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
2020 Q3	–	Sell	-268	Closed	-$5K	–	274
2020 Q2	$5K	Hold	268	–	–	﹤0.01%	271
2020 Q1	$5K	Hold	268	–	–	﹤0.01%	250
2019 Q4	$7K	Buy	+268	New	+$6.55K	0.01%	239

Other funds holding GEN

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.38T AUM 44.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sowa Financial Group's GEN Position: Q3 2020 in Review

Sowa Financial Group sold out of Gen Digital (GEN) in Q3 2020, closing a stake of 268 shares — an estimated $5K sold.

Sowa Financial Group first reported a position in GEN in Q4 2019 and held it in 3 quarters. The position peaked at $7K in Q4 2019. 518 funds tracked by Wall St. Rank hold GEN as of Q3 2020.

Sowa Financial Group reported no remaining Gen Digital position as of Q3 2020 after selling out during the quarter.
Sowa Financial Group sold 268 Gen Digital shares in Q3 2020, an estimated $5K.
Sowa Financial Group first reported a position in Gen Digital in Q4 2019 and held it in 3 quarters.
Sowa Financial Group's Gen Digital position peaked at $7K in Q4 2019.
518 funds tracked by Wall St. Rank held Gen Digital as of Q3 2020.

Based on Sowa Financial Group's 13F filing for Q3 2020, filed 6 Oct 2020.