Connectus Wealth’s General Mills GIS Stock Holding History

Connectus Wealth’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	-3,882	Closed	-$298K	–	462
2022 Q3	$298K	Buy	+3,882	New	+$296K	0.01%	450

Other funds holding GIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Connectus Wealth's GIS Position: Q4 2022 in Review

Connectus Wealth sold out of General Mills (GIS) in Q4 2022, closing a stake of 3,882 shares — an estimated $298K sold.

Connectus Wealth first reported a position in GIS in Q3 2022 and held it in 1 quarter. The position peaked at $298K in Q3 2022. 1,667 funds tracked by Wall St. Rank hold GIS as of Q4 2022.

Connectus Wealth reported no remaining General Mills position as of Q4 2022 after selling out during the quarter.
Connectus Wealth sold 3,882 General Mills shares in Q4 2022, an estimated $298K.
Connectus Wealth first reported a position in General Mills in Q3 2022 and held it in 1 quarter.
Connectus Wealth's General Mills position peaked at $298K in Q3 2022.
1,667 funds tracked by Wall St. Rank held General Mills as of Q4 2022.

Based on Connectus Wealth's 13F filing for Q4 2022, filed 7 Feb 2023.