West Paces Advisors’s Gen Digital GEN Stock Holding History

West Paces 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
2022 Q2	–	Sell	-17	Closed	-$451	–	591
2022 Q1	$451	Buy	+17	New	+$467	﹤0.01%	553
2020 Q1	–	Sell	-52	Closed	-$1.33K	–	462
2019 Q4	$1.33K	Hold	52	–	–	﹤0.01%	465
2019 Q3	$1.23K	Hold	52	–	–	﹤0.01%	463
2019 Q2	$1.13K	Hold	52	–	–	﹤0.01%	455
2019 Q1	$1.2K	Hold	52	–	–	﹤0.01%	459
2018 Q4	$983	Hold	52	–	–	﹤0.01%	467
2018 Q3	$1.11K	Hold	52	–	–	﹤0.01%	464
2018 Q2	$1.07K	Hold	52	–	–	﹤0.01%	471
2018 Q1	$1.34K	Hold	52	–	–	﹤0.01%	440
2017 Q4	$1.46K	Sell	52 -71	-58%	-$2.12K	﹤0.01%	459
2017 Q3	$4.04K	Sell	123 -42	-25%	-$1.28K	﹤0.01%	394
2017 Q2	$4.66K	Hold	165	–	–	﹤0.01%	392
2017 Q1	$5.06K	Hold	165	–	–	﹤0.01%	386
2016 Q4	$3.94K	Buy	+165	New	+$4.05K	﹤0.01%	424

Other funds holding GEN

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein

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

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

Boston Partners

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

Capital World Investors

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

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return