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Atlas Private Wealth Management’s General Mills GIS Stock Holding History

Atlas Private 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
2021
Q2 		– Sell
-888
Closed -$54K – 213
2021
Q1 		$54K Buy
888
+20
+2% +$1.15K 0.03% 178
2020
Q4 		$51K Hold
868
– – 0.04% 184
2020
Q3 		$54K Hold
868
– – 0.04% 178
2020
Q2 		$54K Hold
868
– – 0.04% 192
2020
Q1 		$46K Hold
868
– – 0.04% 188
2019
Q4 		$46K Buy
+868
New +$45.7K 0.04% 210

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atlas Private Wealth Management's GIS Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of General Mills (GIS) in Q2 2021, closing a stake of 888 shares — an estimated $54K sold.

Atlas Private Wealth Management first reported a position in GIS in Q4 2019 and held it in 6 quarters. The position peaked at $54K in Q1 2021. 1,406 funds tracked by Wall St. Rank hold GIS as of Q2 2021.

  • Atlas Private Wealth Management reported no remaining General Mills position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Management sold 888 General Mills shares in Q2 2021, an estimated $54K.
  • Atlas Private Wealth Management first reported a position in General Mills in Q4 2019 and held it in 6 quarters.
  • Atlas Private Wealth Management's General Mills position peaked at $54K in Q1 2021.
  • 1,406 funds tracked by Wall St. Rank held General Mills as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.