Acima Private Wealth’s General Mills GIS Stock Holding History

Acima Private Wealth’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 Q2	–	Sell	-86	Closed	-$7.35K	–	274
2023 Q1	$7.35K	Hold	86	–	–	﹤0.01%	233
2022 Q4	$7.21K	Hold	86	–	–	﹤0.01%	205
2022 Q3	$6.59K	Hold	86	–	–	﹤0.01%	212
2022 Q2	$6.49K	Hold	86	–	–	﹤0.01%	217
2022 Q1	$6K	Hold	86	–	–	﹤0.01%	222
2021 Q4	$6K	Hold	86	–	–	﹤0.01%	220
2021 Q3	$5K	Hold	86	–	–	﹤0.01%	216
2021 Q2	$5K	Hold	86	–	–	﹤0.01%	217
2021 Q1	$5K	Hold	86	–	–	﹤0.01%	217
2020 Q4	$5K	Hold	86	–	–	﹤0.01%	218
2020 Q3	$5K	Sell	86 -473	-85%	-$29.6K	﹤0.01%	203
2020 Q2	$34K	Sell	559 -69	-11%	-$4.16K	0.02%	175
2020 Q1	$33K	Sell	628 -718	-53%	-$37.9K	0.03%	174
2019 Q4	$72K	Hold	1,346	–	–	0.05%	173
2019 Q3	$74K	Buy	1,346 +19	+1%	+$1.02K	0.06%	171
2019 Q2	$70K	Buy	1,327 +97	+8%	+$5.01K	0.06%	163
2019 Q1	$64K	Buy	1,230 +473	+62%	+$21.4K	0.05%	161
2018 Q4	$29K	Buy	+757	New	+$32K	0.03%	182

Other funds holding GIS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return