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Wipfli Financial Advisors’s Gen Digital GEN Stock Holding History

Wipfli Financial 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
Q3 		$168K Buy
+8,342
New +$193K 0.01% 504

Other funds holding GEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SV
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wipfli Financial Advisors's GEN Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Gen Digital (GEN) in Q3 2022: 8,342 shares worth $168K. The stake represents 0.01% of the portfolio and ranks #504 among its holdings.

564 funds tracked by Wall St. Rank hold GEN as of Q3 2022.

  • Wipfli Financial Advisors held 8,342 shares of Gen Digital worth $168K as of Q3 2022.
  • Gen Digital was a new Wipfli Financial Advisors position in Q3 2022.
  • Gen Digital made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #504 holding.
  • 564 funds tracked by Wall St. Rank held Gen Digital as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.