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

Other funds holding GEN

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wealthcare Advisory Partners's GEN Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Gen Digital (GEN) in Q2 2021, closing a stake of 62 shares — an estimated $1K sold.

Wealthcare Advisory Partners first reported a position in GEN in Q3 2017 and held it in 12 quarters. The position peaked at $22K in Q4 2017. 557 funds tracked by Wall St. Rank hold GEN as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Gen Digital position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 62 Gen Digital shares in Q2 2021, an estimated $1K.
Wealthcare Advisory Partners first reported a position in Gen Digital in Q3 2017 and held it in 12 quarters.
Wealthcare Advisory Partners's Gen Digital position peaked at $22K in Q4 2017.
557 funds tracked by Wall St. Rank held Gen Digital as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.