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Adamsbrown Wealth Consultants’s General Mills GIS Stock Holding History

Adamsbrown Wealth Consultants’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
Q1 		– Sell
-9,215
Closed -$773K – 77
2022
Q4 		$773K Buy
9,215
+53
+0.6% +$4.32K 0.47% 33
2022
Q3 		$702K Buy
9,162
+140
+2% +$10.7K 0.53% 36
2022
Q2 		$681K Sell
9,022
-59
-0.6% -$4.13K 0.54% 31
2022
Q1 		$615K Buy
+9,081
New +$609K 0.49% 38

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Adamsbrown Wealth Consultants's GIS Position: Q1 2023 in Review

Adamsbrown Wealth Consultants sold out of General Mills (GIS) in Q1 2023, closing a stake of 9,215 shares — an estimated $773K sold.

Adamsbrown Wealth Consultants first reported a position in GIS in Q1 2022 and held it in 4 quarters. The position peaked at $773K in Q4 2022. 1,643 funds tracked by Wall St. Rank hold GIS as of Q1 2023.

  • Adamsbrown Wealth Consultants reported no remaining General Mills position as of Q1 2023 after selling out during the quarter.
  • Adamsbrown Wealth Consultants sold 9,215 General Mills shares in Q1 2023, an estimated $773K.
  • Adamsbrown Wealth Consultants first reported a position in General Mills in Q1 2022 and held it in 4 quarters.
  • Adamsbrown Wealth Consultants's General Mills position peaked at $773K in Q4 2022.
  • 1,643 funds tracked by Wall St. Rank held General Mills as of Q1 2023.

Based on Adamsbrown Wealth Consultants's 13F filing for Q1 2023, filed 10 May 2023.