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	–	590
2022 Q1	$451	Buy	+17	New	+$467	﹤0.01%	553
2020 Q1	–	Sell	-52	Closed	-$1.33K	–	461
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 $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

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

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

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

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

PAMS

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

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

West Paces Advisors's GEN Position: Q2 2022 in Review

West Paces Advisors sold out of Gen Digital (GEN) in Q2 2022, closing a stake of 17 shares — an estimated $451 sold.

West Paces Advisors first reported a position in GEN in Q4 2016 and held it in 14 quarters. The position peaked at $5.06K in Q1 2017. 579 funds tracked by Wall St. Rank hold GEN as of Q2 2022.

West Paces Advisors reported no remaining Gen Digital position as of Q2 2022 after selling out during the quarter.
West Paces Advisors sold 17 Gen Digital shares in Q2 2022, an estimated $451.
West Paces Advisors first reported a position in Gen Digital in Q4 2016 and held it in 14 quarters.
West Paces Advisors's Gen Digital position peaked at $5.06K in Q1 2017.
579 funds tracked by Wall St. Rank held Gen Digital as of Q2 2022.

Based on West Paces Advisors's 13F filing for Q2 2022, filed 19 Dec 2023.