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BKM Wealth Management’s General Mills GIS Stock Holding History

BKM 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
2024
Q2 		– Sell
-280
Closed -$19.6K – 166
2024
Q1 		$19.6K Hold
280
– – 0.01% 195
2023
Q4 		$18.2K Buy
+280
New +$18.1K 0.01% 392

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BKM Wealth Management's GIS Position: Q2 2024 in Review

BKM Wealth Management sold out of General Mills (GIS) in Q2 2024, closing a stake of 280 shares — an estimated $19.6K sold.

BKM Wealth Management first reported a position in GIS in Q4 2023 and held it in 2 quarters. The position peaked at $19.6K in Q1 2024. 1,532 funds tracked by Wall St. Rank hold GIS as of Q2 2024.

  • BKM Wealth Management reported no remaining General Mills position as of Q2 2024 after selling out during the quarter.
  • BKM Wealth Management sold 280 General Mills shares in Q2 2024, an estimated $19.6K.
  • BKM Wealth Management first reported a position in General Mills in Q4 2023 and held it in 2 quarters.
  • BKM Wealth Management's General Mills position peaked at $19.6K in Q1 2024.
  • 1,532 funds tracked by Wall St. Rank held General Mills as of Q2 2024.

Based on BKM Wealth Management's 13F filing for Q2 2024, filed 24 Jul 2024.