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Westside Investment Management’s Gen Digital GEN Stock Holding History

Westside Investment Management’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
2018
Q2 		– Sell
-260
Closed -$6.55K – 834
2018
Q1 		$6.55K Hold
260
– – ﹤0.01% 625
2017
Q4 		$7.69K Hold
260
– – ﹤0.01% 619
2017
Q3 		$8.48K Hold
260
– – 0.01% 589
2017
Q2 		$7.54K Sell
260
-101
-28% -$3.06K ﹤0.01% 598
2017
Q1 		$10.9K Hold
361
– – 0.01% 471
2016
Q4 		$9.2K Buy
+361
New +$8.87K 0.01% 417

Other funds holding GEN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CGI
CI Global Investments Oakland, California $6.5B AUM 8.71% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Westside Investment Management's GEN Position: Q2 2018 in Review

Westside Investment Management sold out of Gen Digital (GEN) in Q2 2018, closing a stake of 260 shares — an estimated $6.55K sold.

Westside Investment Management first reported a position in GEN in Q4 2016 and held it in 6 quarters. The position peaked at $10.9K in Q1 2017. 477 funds tracked by Wall St. Rank hold GEN as of Q2 2018.

  • Westside Investment Management reported no remaining Gen Digital position as of Q2 2018 after selling out during the quarter.
  • Westside Investment Management sold 260 Gen Digital shares in Q2 2018, an estimated $6.55K.
  • Westside Investment Management first reported a position in Gen Digital in Q4 2016 and held it in 6 quarters.
  • Westside Investment Management's Gen Digital position peaked at $10.9K in Q1 2017.
  • 477 funds tracked by Wall St. Rank held Gen Digital as of Q2 2018.

Based on Westside Investment Management's 13F filing for Q2 2018, filed 13 Aug 2018.