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Amplius Wealth Advisors’s General Mills GIS Stock Holding History

Amplius 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
2022
Q1 		– Sell
-220
Closed -$14K – 452
2021
Q4 		$14K Buy
+220
New +$14K ﹤0.01% 534

Other funds holding GIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Amplius Wealth Advisors's GIS Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of General Mills (GIS) in Q1 2022, closing a stake of 220 shares — an estimated $14K sold.

Amplius Wealth Advisors first reported a position in GIS in Q4 2021 and held it in 1 quarter. The position peaked at $14K in Q4 2021. 1,526 funds tracked by Wall St. Rank hold GIS as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining General Mills position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 220 General Mills shares in Q1 2022, an estimated $14K.
  • Amplius Wealth Advisors first reported a position in General Mills in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's General Mills position peaked at $14K in Q4 2021.
  • 1,526 funds tracked by Wall St. Rank held General Mills as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.