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Clear Perspectives Financial Planning’s General Mills GIS Stock Holding History

Clear Perspectives Financial Planning’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
2022
Q4 		– Sell
-438
Closed -$34K – 246
2022
Q3 		$34K Buy
+438
New +$33.4K 0.02% 96

Other funds holding GIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Clear Perspectives Financial Planning's GIS Position: Q4 2022 in Review

Clear Perspectives Financial Planning sold out of General Mills (GIS) in Q4 2022, closing a stake of 438 shares — an estimated $34K sold.

Clear Perspectives Financial Planning first reported a position in GIS in Q3 2022 and held it in 1 quarter. The position peaked at $34K in Q3 2022. 1,667 funds tracked by Wall St. Rank hold GIS as of Q4 2022.

  • Clear Perspectives Financial Planning reported no remaining General Mills position as of Q4 2022 after selling out during the quarter.
  • Clear Perspectives Financial Planning sold 438 General Mills shares in Q4 2022, an estimated $34K.
  • Clear Perspectives Financial Planning first reported a position in General Mills in Q3 2022 and held it in 1 quarter.
  • Clear Perspectives Financial Planning's General Mills position peaked at $34K in Q3 2022.
  • 1,667 funds tracked by Wall St. Rank held General Mills as of Q4 2022.

Based on Clear Perspectives Financial Planning's 13F filing for Q4 2022, filed 13 Feb 2023.