CWM
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Campbell Wealth Management’s General Mills GIS Stock Holding History

Campbell 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
2020
Q3 		– Sell
-175
Closed -$11K – 170
2020
Q2 		$11K Buy
+175
New +$10.6K ﹤0.01% 264

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 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Campbell Wealth Management's GIS Position: Q3 2020 in Review

Campbell Wealth Management sold out of General Mills (GIS) in Q3 2020, closing a stake of 175 shares — an estimated $11K sold.

Campbell Wealth Management first reported a position in GIS in Q2 2020 and held it in 1 quarter. The position peaked at $11K in Q2 2020. 1,360 funds tracked by Wall St. Rank hold GIS as of Q3 2020.

  • Campbell Wealth Management reported no remaining General Mills position as of Q3 2020 after selling out during the quarter.
  • Campbell Wealth Management sold 175 General Mills shares in Q3 2020, an estimated $11K.
  • Campbell Wealth Management first reported a position in General Mills in Q2 2020 and held it in 1 quarter.
  • Campbell Wealth Management's General Mills position peaked at $11K in Q2 2020.
  • 1,360 funds tracked by Wall St. Rank held General Mills as of Q3 2020.

Based on Campbell Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.