Standard Family Office’s Gen Digital GEN Stock Holding History

Standard Family Office’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 Q4	–	Sell	-69	Closed	-$1K	–	177
2022 Q3	$1K	Buy	+69	New	+$1.59K	﹤0.01%	451
2021 Q3	–	Sell	-49	Closed	-$1K	–	258
2021 Q2	$1K	Hold	49	–	–	﹤0.01%	498
2021 Q1	$1K	Buy	+49	New	+$1.03K	﹤0.01%	531

Other funds holding GEN

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

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

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Standard Family Office's GEN Position: Q4 2022 in Review

Standard Family Office sold out of Gen Digital (GEN) in Q4 2022, closing a stake of 69 shares — an estimated $1K sold.

Standard Family Office first reported a position in GEN in Q1 2021 and held it in 3 quarters. The position peaked at $1K in Q3 2022. 544 funds tracked by Wall St. Rank hold GEN as of Q4 2022.

Standard Family Office reported no remaining Gen Digital position as of Q4 2022 after selling out during the quarter.
Standard Family Office sold 69 Gen Digital shares in Q4 2022, an estimated $1K.
Standard Family Office first reported a position in Gen Digital in Q1 2021 and held it in 3 quarters.
Standard Family Office's Gen Digital position peaked at $1K in Q3 2022.
544 funds tracked by Wall St. Rank held Gen Digital as of Q4 2022.

Based on Standard Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.