AWM
GIS icon

Accurate Wealth Management’s General Mills GIS Stock Holding History

Accurate Wealth Management’s Portfolio GIS Stock Details GIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-3,238
Closed -$243K – 281
2023
Q2 		$243K Buy
3,238
+343
+12% +$29.3K 0.08% 230
2023
Q1 		$250K Sell
2,895
-108
-4% -$8.62K 0.09% 210
2022
Q4 		$252K Buy
+3,003
New +$245K 0.09% 191
2022
Q3 		– Sell
-3,497
Closed -$264K – 199
2022
Q2 		$264K Buy
+3,497
New +$245K 0.14% 118

Other funds holding GIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Accurate Wealth Management's GIS Position: Q3 2023 in Review

Accurate Wealth Management sold out of General Mills (GIS) in Q3 2023, closing a stake of 3,238 shares — an estimated $243K sold.

Accurate Wealth Management first reported a position in GIS in Q2 2022 and held it in 4 quarters. The position peaked at $264K in Q2 2022. 1,501 funds tracked by Wall St. Rank hold GIS as of Q3 2023.

  • Accurate Wealth Management reported no remaining General Mills position as of Q3 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 3,238 General Mills shares in Q3 2023, an estimated $243K.
  • Accurate Wealth Management first reported a position in General Mills in Q2 2022 and held it in 4 quarters.
  • Accurate Wealth Management's General Mills position peaked at $264K in Q2 2022.
  • 1,501 funds tracked by Wall St. Rank held General Mills as of Q3 2023.

Based on Accurate Wealth Management's 13F filing for Q3 2023, filed 23 Oct 2023.