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Consolidated Planning Corp’s General Mills GIS Stock Holding History

Consolidated Planning 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
Q4 		– Sell
-800
Closed -$48K – 212
2021
Q3 		$48K Buy
+800
New +$47.3K 0.03% 171

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Consolidated Planning Corp's GIS Position: Q4 2021 in Review

Consolidated Planning Corp sold out of General Mills (GIS) in Q4 2021, closing a stake of 800 shares — an estimated $48K sold.

Consolidated Planning Corp first reported a position in GIS in Q3 2021 and held it in 1 quarter. The position peaked at $48K in Q3 2021. 1,519 funds tracked by Wall St. Rank hold GIS as of Q4 2021.

  • Consolidated Planning Corp reported no remaining General Mills position as of Q4 2021 after selling out during the quarter.
  • Consolidated Planning Corp sold 800 General Mills shares in Q4 2021, an estimated $48K.
  • Consolidated Planning Corp first reported a position in General Mills in Q3 2021 and held it in 1 quarter.
  • Consolidated Planning Corp's General Mills position peaked at $48K in Q3 2021.
  • 1,519 funds tracked by Wall St. Rank held General Mills as of Q4 2021.

Based on Consolidated Planning Corp's 13F filing for Q4 2021, filed 11 Feb 2022.