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Capital Advisors Wealth Management’s General Mills GIS Stock Holding History

Capital Advisors 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
Q4 		– Sell
-4,708
Closed -$348K – 177
2024
Q3 		$348K Buy
+4,708
New +$326K 0.06% 118

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Capital Advisors Wealth Management's GIS Position: Q4 2024 in Review

Capital Advisors Wealth Management sold out of General Mills (GIS) in Q4 2024, closing a stake of 4,708 shares — an estimated $348K sold.

Capital Advisors Wealth Management first reported a position in GIS in Q3 2024 and held it in 1 quarter. The position peaked at $348K in Q3 2024. 1,621 funds tracked by Wall St. Rank hold GIS as of Q4 2024.

  • Capital Advisors Wealth Management reported no remaining General Mills position as of Q4 2024 after selling out during the quarter.
  • Capital Advisors Wealth Management sold 4,708 General Mills shares in Q4 2024, an estimated $348K.
  • Capital Advisors Wealth Management first reported a position in General Mills in Q3 2024 and held it in 1 quarter.
  • Capital Advisors Wealth Management's General Mills position peaked at $348K in Q3 2024.
  • 1,621 funds tracked by Wall St. Rank held General Mills as of Q4 2024.

Based on Capital Advisors Wealth Management's 13F filing for Q4 2024, filed 15 Jan 2025.