BDO Wealth Advisors’s General Mills GIS Stock Holding History

BDO 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 Q2	$277K	Buy	3,613 +100	+3%	+$8.55K	0.03%	225
2023 Q1	$300K	Hold	3,513	–	–	0.04%	208
2022 Q4	$295K	Hold	3,513	–	–	0.04%	224
2022 Q3	$269K	Hold	3,513	–	–	0.04%	222
2022 Q2	$265K	Hold	3,513	–	–	0.03%	225
2022 Q1	$238K	Sell	3,513 -27	-0.8%	-$1.81K	0.03%	247
2021 Q4	$239K	Buy	3,540 +27	+0.8%	+$1.72K	0.03%	259
2021 Q3	$210K	Hold	3,513	–	–	0.02%	272
2021 Q2	$214K	Hold	3,513	–	–	0.02%	281
2021 Q1	$215K	Buy	3,513 +3,333	+1,852%	+$192K	0.03%	281
2020 Q4	$11K	Hold	180	–	–	﹤0.01%	539
2020 Q3	$11K	Buy	+180	New	+$11.3K	﹤0.01%	480
2019 Q1	–	Sell	-950	Closed	-$37K	–	630
2018 Q4	$37K	Buy	+950	New	+$40.1K	0.01%	287
2018 Q2	–	Sell	-90	Closed	-$4K	–	657
2018 Q1	$4K	Buy	90 +77	+592%	+$4.18K	﹤0.01%	455
2017 Q4	$1K	Buy	+13	New	+$703	﹤0.01%	457

Other funds holding GIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BDO Wealth Advisors's GIS Position: Q2 2023 in Review

BDO Wealth Advisors increased its General Mills (GIS) stake by 2.8% in Q2 2023, buying an estimated $8.55K and bringing the position to 3,613 shares worth $277K. The position accounts for 0.03% of the portfolio, ranked #225.

BDO Wealth Advisors first reported a position in GIS in Q4 2017 and has held it in 15 quarters since. The position peaked at $300K in Q1 2023. 1,638 funds tracked by Wall St. Rank hold GIS as of Q2 2023.

BDO Wealth Advisors held 3,613 shares of General Mills worth $277K as of Q2 2023.
BDO Wealth Advisors bought 100 General Mills shares in Q2 2023, an estimated $8.55K.
General Mills made up 0.03% of BDO Wealth Advisors's portfolio in Q2 2023, its #225 holding.
BDO Wealth Advisors first reported a position in General Mills in Q4 2017 and has held it in 15 quarters since.
BDO Wealth Advisors's General Mills position peaked at $300K in Q1 2023.
1,638 funds tracked by Wall St. Rank held General Mills as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.