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Turtle Creek Wealth Advisors’s Gen Digital GEN Stock Holding History

Turtle Creek 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
2024
Q1 		– Sell
-143
Closed -$3.26K – 441
2023
Q4 		$3.26K Buy
+143
New +$2.83K ﹤0.01% 706

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Turtle Creek Wealth Advisors's GEN Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of Gen Digital (GEN) in Q1 2024, closing a stake of 143 shares — an estimated $3.26K sold.

Turtle Creek Wealth Advisors first reported a position in GEN in Q4 2023 and held it in 1 quarter. The position peaked at $3.26K in Q4 2023. 538 funds tracked by Wall St. Rank hold GEN as of Q1 2024.

  • Turtle Creek Wealth Advisors reported no remaining Gen Digital position as of Q1 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 143 Gen Digital shares in Q1 2024, an estimated $3.26K.
  • Turtle Creek Wealth Advisors first reported a position in Gen Digital in Q4 2023 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's Gen Digital position peaked at $3.26K in Q4 2023.
  • 538 funds tracked by Wall St. Rank held Gen Digital as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.