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YorkBridge Wealth Partners’s Gen Digital GEN Stock Holding History

YorkBridge Wealth Partners’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
2019
Q3 		– Sell
-200
Closed -$4K – 357
2019
Q2 		$4K Hold
200
– – ﹤0.01% 669
2019
Q1 		$5K Sell
200
-251
-56% -$5.46K ﹤0.01% 656
2018
Q4 		$9K Hold
451
– – ﹤0.01% 585
2018
Q3 		$9K Hold
451
– – ﹤0.01% 608
2018
Q2 		$9K Buy
451
+151
+50% +$3.63K ﹤0.01% 627
2018
Q1 		$8K Buy
300
+100
+50% +$2.72K ﹤0.01% 641
2017
Q4 		$5K Hold
200
– – ﹤0.01% 704
2017
Q3 		$7K Hold
200
– – ﹤0.01% 672
2017
Q2 		$5K Sell
200
-3,009
-94% -$91K ﹤0.01% 704
2017
Q1 		$102K Sell
3,209
-371
-10% -$10.5K 0.05% 256
2016
Q4 		$89K Buy
+3,580
New +$87.9K 0.05% 255

Other funds holding GEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

YorkBridge Wealth Partners's GEN Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Gen Digital (GEN) in Q3 2019, closing a stake of 200 shares — an estimated $4K sold.

YorkBridge Wealth Partners first reported a position in GEN in Q4 2016 and held it in 11 quarters. The position peaked at $102K in Q1 2017. 499 funds tracked by Wall St. Rank hold GEN as of Q3 2019.

  • YorkBridge Wealth Partners reported no remaining Gen Digital position as of Q3 2019 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 200 Gen Digital shares in Q3 2019, an estimated $4K.
  • YorkBridge Wealth Partners first reported a position in Gen Digital in Q4 2016 and held it in 11 quarters.
  • YorkBridge Wealth Partners's Gen Digital position peaked at $102K in Q1 2017.
  • 499 funds tracked by Wall St. Rank held Gen Digital as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.