UBP Investment Advisors’s Gen Digital GEN Stock Holding History

UBP Investment 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
2021 Q2	–	Sell	-22,236	Closed	-$470K	–	123
2021 Q1	$470K	Buy	+22,236	New	+$466K	0.19%	81

Other funds holding GEN

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

UBP Investment Advisors's GEN Position: Q2 2021 in Review

UBP Investment Advisors sold out of Gen Digital (GEN) in Q2 2021, closing a stake of 22,236 shares — an estimated $470K sold.

UBP Investment Advisors first reported a position in GEN in Q1 2021 and held it in 1 quarter. The position peaked at $470K in Q1 2021. 556 funds tracked by Wall St. Rank hold GEN as of Q2 2021.

UBP Investment Advisors reported no remaining Gen Digital position as of Q2 2021 after selling out during the quarter.
UBP Investment Advisors sold 22,236 Gen Digital shares in Q2 2021, an estimated $470K.
UBP Investment Advisors first reported a position in Gen Digital in Q1 2021 and held it in 1 quarter.
UBP Investment Advisors's Gen Digital position peaked at $470K in Q1 2021.
556 funds tracked by Wall St. Rank held Gen Digital as of Q2 2021.

Based on UBP Investment Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.