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Encompass Wealth Advisors’s General Mills GIS Stock Holding History

Encompass Wealth Advisors’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
2024
Q2 		– Sell
-6,276
Closed -$439K – 283
2024
Q1 		$439K Buy
+6,276
New +$409K 0.12% 156

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Encompass Wealth Advisors's GIS Position: Q2 2024 in Review

Encompass Wealth Advisors sold out of General Mills (GIS) in Q2 2024, closing a stake of 6,276 shares — an estimated $439K sold.

Encompass Wealth Advisors first reported a position in GIS in Q1 2024 and held it in 1 quarter. The position peaked at $439K in Q1 2024. 1,532 funds tracked by Wall St. Rank hold GIS as of Q2 2024.

  • Encompass Wealth Advisors reported no remaining General Mills position as of Q2 2024 after selling out during the quarter.
  • Encompass Wealth Advisors sold 6,276 General Mills shares in Q2 2024, an estimated $439K.
  • Encompass Wealth Advisors first reported a position in General Mills in Q1 2024 and held it in 1 quarter.
  • Encompass Wealth Advisors's General Mills position peaked at $439K in Q1 2024.
  • 1,532 funds tracked by Wall St. Rank held General Mills as of Q2 2024.

Based on Encompass Wealth Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.