CWM
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Curi Wealth Management’s General Mills GIS Stock Holding History

Curi Wealth Management’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
Q3 		– Sell
-1,595
Closed -$120K – 388
2022
Q2 		$120K Buy
1,595
+12
+0.8% +$841 0.02% 157
2022
Q1 		$107K Buy
1,583
+11
+0.7% +$738 0.02% 155
2021
Q4 		$105K Buy
+1,572
New +$99.9K 0.02% 138
2021
Q1 		– Sell
-1,521
Closed -$89K – 248
2020
Q4 		$89K Buy
+1,521
New +$92K 0.06% 120

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Curi Wealth Management's GIS Position: Q3 2022 in Review

Curi Wealth Management sold out of General Mills (GIS) in Q3 2022, closing a stake of 1,595 shares — an estimated $120K sold.

Curi Wealth Management first reported a position in GIS in Q4 2020 and held it in 4 quarters. The position peaked at $120K in Q2 2022. 1,576 funds tracked by Wall St. Rank hold GIS as of Q3 2022.

  • Curi Wealth Management reported no remaining General Mills position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 1,595 General Mills shares in Q3 2022, an estimated $120K.
  • Curi Wealth Management first reported a position in General Mills in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's General Mills position peaked at $120K in Q2 2022.
  • 1,576 funds tracked by Wall St. Rank held General Mills as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.