Burt Wealth Advisors’s General Mills GIS Stock Holding History

Burt 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
2021 Q1	–	Sell	-800	Closed	-$47K	–	194
2020 Q4	$47K	Hold	800	–	–	0.02%	183
2020 Q3	$49K	Hold	800	–	–	0.02%	178
2020 Q2	$49K	Hold	800	–	–	0.02%	176
2020 Q1	$42K	Hold	800	–	–	0.02%	175
2019 Q4	$43K	Hold	800	–	–	0.02%	183
2019 Q3	$44K	Hold	800	–	–	0.02%	177
2019 Q2	$42K	Hold	800	–	–	0.02%	179
2019 Q1	$41K	Hold	800	–	–	0.02%	184
2018 Q4	$31K	Hold	800	–	–	0.01%	202
2018 Q3	$34K	Hold	800	–	–	0.02%	206
2018 Q2	$35K	Hold	800	–	–	0.02%	203
2018 Q1	$36K	Hold	800	–	–	0.02%	207
2017 Q4	$47K	Hold	800	–	–	0.03%	184
2017 Q3	$41K	Hold	800	–	–	0.03%	191
2017 Q2	$47K	Hold	800	–	–	0.03%	188
2017 Q1	$47K	Sell	800 -275	-26%	-$16.8K	0.03%	172
2016 Q4	$66K	Buy	1,075 +275	+34%	+$17K	0.06%	147
2016 Q3	$51K	Hold	800	–	–	0.05%	158
2016 Q2	$57K	Hold	800	–	–	0.06%	142
2016 Q1	$51K	Hold	800	–	–	0.05%	165
2015 Q4	$46K	Hold	800	–	–	0.04%	153
2015 Q3	$44K	Hold	800	–	–	0.05%	144
2015 Q2	$44K	Hold	800	–	–	0.05%	155
2015 Q1	$46K	Hold	800	–	–	0.05%	145
2014 Q4	$43K	Buy	+800	New	+$41.4K	0.05%	148

Other funds holding GIS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Burt Wealth Advisors's GIS Position: Q1 2021 in Review

Burt Wealth Advisors sold out of General Mills (GIS) in Q1 2021, closing a stake of 800 shares — an estimated $47K sold.

Burt Wealth Advisors first reported a position in GIS in Q4 2014 and held it in 25 quarters. The position peaked at $66K in Q4 2016. 1,384 funds tracked by Wall St. Rank hold GIS as of Q1 2021.

Burt Wealth Advisors reported no remaining General Mills position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 800 General Mills shares in Q1 2021, an estimated $47K.
Burt Wealth Advisors first reported a position in General Mills in Q4 2014 and held it in 25 quarters.
Burt Wealth Advisors's General Mills position peaked at $66K in Q4 2016.
1,384 funds tracked by Wall St. Rank held General Mills as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.