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WAP
Wealthcare Advisory Partners’s
Gen Digital
GEN
Stock Holding History
Wealthcare Advisory Partners’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
-62
Closed
-$1K
–
1055
2021
Q1
$1K
Buy
+62
New
+$1.3K
﹤0.01%
1978
2020
Q2
–
Sell
-95
Closed
-$2K
–
737
2020
Q1
$2K
Hold
95
–
–
﹤0.01%
1288
2019
Q4
$2K
Hold
95
–
–
﹤0.01%
1256
2019
Q3
$2K
Hold
95
–
–
﹤0.01%
1214
2019
Q2
$2K
Hold
95
–
–
﹤0.01%
1185
2019
Q1
$2K
Hold
95
–
–
﹤0.01%
1094
2018
Q4
$2K
Hold
95
–
–
﹤0.01%
1079
2018
Q3
$2K
Hold
95
–
–
﹤0.01%
1119
2018
Q2
$2K
Hold
95
–
–
﹤0.01%
1119
2018
Q1
$2K
Sell
95
-682
-88%
-$18.6K
﹤0.01%
958
2017
Q4
$22K
Buy
777
+95
+14%
+$2.84K
0.01%
519
2017
Q3
$22K
Buy
+682
New
+$20.8K
0.01%
413
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$431B AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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