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Wealthstreet Investment Advisors’s Gen Digital GEN Stock Holding History

Wealthstreet 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
-12,412
Closed -$264K – 181
2021
Q1 		$264K Sell
12,412
-150
-1% -$3.15K 0.03% 325
2020
Q4 		$261K Sell
12,562
-700
-5% -$14.1K 0.03% 314
2020
Q3 		$276K Sell
13,262
-500
-4% -$10.8K 0.03% 286
2020
Q2 		$273K Hold
13,762
– – 0.03% 280
2020
Q1 		$257K Sell
13,762
-9,570
-41% -$207K 0.04% 260
2019
Q4 		$595K Hold
23,332
– – 0.07% 215
2019
Q3 		$539K Buy
23,332
+500
+2% +$11.7K 0.07% 213
2019
Q2 		$497K Sell
22,832
-2,250
-9% -$48.4K 0.06% 224
2019
Q1 		$577K Sell
25,082
-500
-2% -$10.9K 0.08% 200
2018
Q4 		$533K Sell
25,582
-7,565
-23% -$156K 0.07% 206
2018
Q3 		$705K Sell
33,147
-1,200
-3% -$24.4K 0.09% 201
2018
Q2 		$709K Sell
34,347
-500
-1% -$12K 0.09% 193
2018
Q1 		$901K Sell
34,847
-150
-0.4% -$4.08K 0.11% 163
2017
Q4 		$982K Buy
+34,997
New +$1.05M 0.12% 158

Other funds holding GEN

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Wealthstreet Investment Advisors sold out of Gen Digital (GEN) in Q2 2021, closing a stake of 12,412 shares — an estimated $264K sold.

Wealthstreet Investment Advisors first reported a position in GEN in Q4 2017 and held it in 14 quarters. The position peaked at $982K in Q4 2017. 557 funds tracked by Wall St. Rank hold GEN as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining Gen Digital position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 12,412 Gen Digital shares in Q2 2021, an estimated $264K.
  • Wealthstreet Investment Advisors first reported a position in Gen Digital in Q4 2017 and held it in 14 quarters.
  • Wealthstreet Investment Advisors's Gen Digital position peaked at $982K in Q4 2017.
  • 557 funds tracked by Wall St. Rank held Gen Digital as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.