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BCR Wealth Strategies’s General Mills GIS Stock Holding History

BCR Wealth Strategies’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
Q4 		– Sell
-679
Closed -$52K – 49
2022
Q3 		$52K Hold
679
– – 0.05% 39
2022
Q2 		$51K Buy
679
+347
+105% +$24.3K 0.05% 40
2022
Q1 		$22K Sell
332
-558
-63% -$37.4K 0.02% 58
2021
Q4 		$60K Buy
+890
New +$56.5K 0.06% 36

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
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

BCR Wealth Strategies's GIS Position: Q4 2022 in Review

BCR Wealth Strategies sold out of General Mills (GIS) in Q4 2022, closing a stake of 679 shares — an estimated $52K sold.

BCR Wealth Strategies first reported a position in GIS in Q4 2021 and held it in 4 quarters. The position peaked at $60K in Q4 2021. 1,667 funds tracked by Wall St. Rank hold GIS as of Q4 2022.

  • BCR Wealth Strategies reported no remaining General Mills position as of Q4 2022 after selling out during the quarter.
  • BCR Wealth Strategies sold 679 General Mills shares in Q4 2022, an estimated $52K.
  • BCR Wealth Strategies first reported a position in General Mills in Q4 2021 and held it in 4 quarters.
  • BCR Wealth Strategies's General Mills position peaked at $60K in Q4 2021.
  • 1,667 funds tracked by Wall St. Rank held General Mills as of Q4 2022.

Based on BCR Wealth Strategies's 13F filing for Q4 2022, filed 30 Jan 2023.