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Alta Wealth Advisors’s General Mills GIS Stock Holding History

Alta Wealth Advisors’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
-7,205
Closed -$553K – 133
2023
Q2 		$553K Sell
7,205
-73
-1% -$6.24K 0.32% 84
2023
Q1 		$622K Sell
7,278
-861
-11% -$68.8K 0.39% 77
2022
Q4 		$682K Buy
8,139
+671
+9% +$54.6K 0.46% 72
2022
Q3 		$572K Buy
7,468
+120
+2% +$9.15K 0.41% 75
2022
Q2 		$555K Sell
7,348
-232
-3% -$16.3K 0.38% 74
2022
Q1 		$513K Buy
7,580
+20
+0.3% +$1.34K 0.3% 106
2021
Q4 		$509K Sell
7,560
-160
-2% -$10.2K 0.31% 101
2021
Q3 		$462K Sell
7,720
-294
-4% -$17.4K 0.34% 104
2021
Q2 		$488K Sell
8,014
-294
-4% -$18.2K 0.36% 98
2021
Q1 		$509K Sell
8,308
-648
-7% -$37.4K 0.43% 87
2020
Q4 		$527K Buy
+8,956
New +$542K 0.44% 79

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

Alta Wealth Advisors's GIS Position: Q3 2023 in Review

Alta Wealth Advisors sold out of General Mills (GIS) in Q3 2023, closing a stake of 7,205 shares — an estimated $553K sold.

Alta Wealth Advisors first reported a position in GIS in Q4 2020 and held it in 11 quarters. The position peaked at $682K in Q4 2022. 1,501 funds tracked by Wall St. Rank hold GIS as of Q3 2023.

  • Alta Wealth Advisors reported no remaining General Mills position as of Q3 2023 after selling out during the quarter.
  • Alta Wealth Advisors sold 7,205 General Mills shares in Q3 2023, an estimated $553K.
  • Alta Wealth Advisors first reported a position in General Mills in Q4 2020 and held it in 11 quarters.
  • Alta Wealth Advisors's General Mills position peaked at $682K in Q4 2022.
  • 1,501 funds tracked by Wall St. Rank held General Mills as of Q3 2023.

Based on Alta Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.