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CFM Wealth Partners’s General Mills GIS Stock Holding History

CFM Wealth Partners’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
-860
Closed -$53K – 268
2020
Q2 		$53K Hold
860
– – 0.02% 274
2020
Q1 		$45K Hold
860
– – 0.02% 278
2019
Q4 		$46K Buy
+860
New +$45.3K 0.02% 287

Other funds holding GIS

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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

CFM Wealth Partners's GIS Position: Q3 2020 in Review

CFM Wealth Partners sold out of General Mills (GIS) in Q3 2020, closing a stake of 860 shares — an estimated $53K sold.

CFM Wealth Partners first reported a position in GIS in Q4 2019 and held it in 3 quarters. The position peaked at $53K in Q2 2020. 1,360 funds tracked by Wall St. Rank hold GIS as of Q3 2020.

  • CFM Wealth Partners reported no remaining General Mills position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 860 General Mills shares in Q3 2020, an estimated $53K.
  • CFM Wealth Partners first reported a position in General Mills in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's General Mills position peaked at $53K in Q2 2020.
  • 1,360 funds tracked by Wall St. Rank held General Mills as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.