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TD Ameritrade Investment Management’s Gen Digital GEN Stock Holding History

TD Ameritrade Investment 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
Q1 		– Sell
-45
Closed -$1K – 635
2021
Q4 		$1K Sell
45
-14,571
-100% -$369K ﹤0.01% 604
2021
Q3 		$305K Sell
14,616
-2,345
-14% -$61K ﹤0.01% 188
2021
Q2 		$462K Buy
16,961
+1,378
+9% +$34.3K ﹤0.01% 174
2021
Q1 		$324K Hold
15,583
– – ﹤0.01% 184
2020
Q4 		$324K Buy
15,583
+967
+7% +$19.5K ﹤0.01% 184
2020
Q3 		$305K Buy
14,616
+14,401
+6,698% +$312K ﹤0.01% 188
2020
Q2 		$4K Buy
+215
New +$4.38K ﹤0.01% 525

Other funds holding GEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TD Ameritrade Investment Management's GEN Position: Q1 2022 in Review

TD Ameritrade Investment Management sold out of Gen Digital (GEN) in Q1 2022, closing a stake of 45 shares — an estimated $1K sold.

TD Ameritrade Investment Management first reported a position in GEN in Q2 2020 and held it in 7 quarters. The position peaked at $462K in Q2 2021. 591 funds tracked by Wall St. Rank hold GEN as of Q1 2022.

  • TD Ameritrade Investment Management reported no remaining Gen Digital position as of Q1 2022 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 45 Gen Digital shares in Q1 2022, an estimated $1K.
  • TD Ameritrade Investment Management first reported a position in Gen Digital in Q2 2020 and held it in 7 quarters.
  • TD Ameritrade Investment Management's Gen Digital position peaked at $462K in Q2 2021.
  • 591 funds tracked by Wall St. Rank held Gen Digital as of Q1 2022.

Based on TD Ameritrade Investment Management's 13F filing for Q1 2022, filed 16 May 2022.