Certified Advisory Corp’s General Mills GIS Stock Holding History

Certified Advisory Corp’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 Q2	–	Sell	-1,629	Closed	-$100K	–	407
2021 Q1	$100K	Buy	+1,629	New	+$94K	0.03%	255
2020 Q2	$99K	Buy	1,613 +5	+0.3%	+$302	0.03%	231
2020 Q1	$85K	Buy	1,608 +5	+0.3%	+$264	0.03%	225
2019 Q4	$86K	Buy	1,603 +6	+0.4%	+$316	0.03%	246
2019 Q3	$88K	Buy	1,597 +1,005	+170%	+$54.2K	0.03%	249
2019 Q2	$31K	Sell	592 -51	-8%	-$2.63K	0.01%	387
2019 Q1	$33K	Buy	643 +323	+101%	+$14.6K	0.01%	350
2018 Q4	$12K	Buy	320 +3	+0.9%	+$127	0.01%	506
2018 Q3	$14K	Sell	317 -79	-20%	-$3.58K	0.01%	518
2018 Q2	$18K	Buy	396 +61	+18%	+$2.67K	0.01%	449
2018 Q1	$15K	Buy	+335	New	+$18.2K	0.01%	451

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Certified Advisory Corp's GIS Position: Q2 2021 in Review

Certified Advisory Corp sold out of General Mills (GIS) in Q2 2021, closing a stake of 1,629 shares — an estimated $100K sold.

Certified Advisory Corp first reported a position in GIS in Q1 2018 and held it in 11 quarters. The position peaked at $100K in Q1 2021. 1,407 funds tracked by Wall St. Rank hold GIS as of Q2 2021.

Certified Advisory Corp reported no remaining General Mills position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 1,629 General Mills shares in Q2 2021, an estimated $100K.
Certified Advisory Corp first reported a position in General Mills in Q1 2018 and held it in 11 quarters.
Certified Advisory Corp's General Mills position peaked at $100K in Q1 2021.
1,407 funds tracked by Wall St. Rank held General Mills as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.