WealthShield Partners’s Gen Digital GEN Stock Holding History

WealthShield 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 Q3	–	Sell	-914	Closed	-$25K	–	432
2021 Q2	$25K	Hold	914	–	–	﹤0.01%	613
2021 Q1	$19K	Buy	+914	New	+$19.2K	﹤0.01%	672

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

WealthShield Partners's GEN Position: Q3 2021 in Review

WealthShield Partners sold out of Gen Digital (GEN) in Q3 2021, closing a stake of 914 shares — an estimated $25K sold.

WealthShield Partners first reported a position in GEN in Q1 2021 and held it in 2 quarters. The position peaked at $25K in Q2 2021. 547 funds tracked by Wall St. Rank hold GEN as of Q3 2021.

WealthShield Partners reported no remaining Gen Digital position as of Q3 2021 after selling out during the quarter.
WealthShield Partners sold 914 Gen Digital shares in Q3 2021, an estimated $25K.
WealthShield Partners first reported a position in Gen Digital in Q1 2021 and held it in 2 quarters.
WealthShield Partners's Gen Digital position peaked at $25K in Q2 2021.
547 funds tracked by Wall St. Rank held Gen Digital as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.