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Sutton Wealth Advisors’s Gen Digital GEN Stock Holding History

Sutton Wealth 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
2023
Q3 		$1.91K Sell
108
-46
-30% -$898 ﹤0.01% 730
2023
Q2 		$2.86K Buy
154
+8
+5% +$140 ﹤0.01% 649
2023
Q1 		$2.5K Sell
146
-71
-33% -$1.43K ﹤0.01% 614
2022
Q4 		$4.65K Hold
217
– – ﹤0.01% 1107
2022
Q3 		$4.37K Buy
217
+15
+7% +$347 ﹤0.01% 1093
2022
Q2 		$4.44K Sell
202
-45
-18% -$1.11K ﹤0.01% 1079
2022
Q1 		$6.55K Buy
247
+21
+9% +$577 ﹤0.01% 1046
2021
Q4 		$5.87K Hold
226
– – ﹤0.01% 1046
2021
Q3 		$5.72K Hold
226
– – ﹤0.01% 1033
2021
Q2 		$6.15K Hold
226
– – ﹤0.01% 1012
2021
Q1 		$4.8K Buy
226
+11
+5% +$231 ﹤0.01% 1020
2020
Q4 		$4.47K Buy
215
+28
+15% +$565 ﹤0.01% 1006
2020
Q3 		$3.9K Sell
187
-5
-3% -$108 ﹤0.01% 983
2020
Q2 		$3.81K Buy
192
+12
+7% +$244 ﹤0.01% 973
2020
Q1 		$3.37K Buy
180
+6
+3% +$130 ﹤0.01% 940
2019
Q4 		$4.44K Hold
174
– – ﹤0.01% 962
2019
Q3 		$4.11K Hold
174
– – ﹤0.01% 971
2019
Q2 		$3.79K Hold
174
– – ﹤0.01% 969
2019
Q1 		$4K Hold
174
– – ﹤0.01% 971
2018
Q4 		$3.29K Hold
174
– – ﹤0.01% 942
2018
Q3 		$3.7K Hold
174
– – ﹤0.01% 937
2018
Q2 		$3.59K Sell
174
-489
-74% -$11.7K ﹤0.01% 961
2018
Q1 		$17.1K Buy
663
+489
+281% +$13.3K 0.01% 632
2017
Q4 		$4.88K Hold
174
– – ﹤0.01% 895
2017
Q3 		$5.71K Hold
174
– – ﹤0.01% 858
2017
Q2 		$4.92K Hold
174
– – ﹤0.01% 875
2017
Q1 		$5.34K Hold
174
– – ﹤0.01% 835
2016
Q4 		$4.16K Hold
174
– – ﹤0.01% 869
2016
Q3 		$4.37K Buy
174
+10
+6% +$227 ﹤0.01% 846
2016
Q2 		$3.37K Hold
164
– – ﹤0.01% 847
2016
Q1 		$3.01K Buy
+164
New +$3.16K ﹤0.01% 844

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sutton Wealth Advisors's GEN Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its Gen Digital (GEN) stake by 30% in Q3 2023, selling an estimated $898 and leaving 108 shares worth $1.91K. The position accounts for ﹤0.01% of the portfolio, ranked #730.

Sutton Wealth Advisors first reported a position in GEN in Q1 2016 and has held it in 31 quarters since. The position peaked at $17.1K in Q1 2018. 533 funds tracked by Wall St. Rank hold GEN as of Q3 2023.

  • Sutton Wealth Advisors held 108 shares of Gen Digital worth $1.91K as of Q3 2023.
  • Sutton Wealth Advisors sold 46 Gen Digital shares in Q3 2023, an estimated $898.
  • Gen Digital made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #730 holding.
  • Sutton Wealth Advisors first reported a position in Gen Digital in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Gen Digital position peaked at $17.1K in Q1 2018.
  • 533 funds tracked by Wall St. Rank held Gen Digital as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.