Engrave Wealth Partners’s General Mills GIS Stock Holding History

Engrave Wealth Partners’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
2020 Q1	–	Sell	-200	Closed	-$10K	–	440
2019 Q4	$10K	Buy	+200	New	+$10.5K	0.01%	299

Other funds holding GIS

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Engrave Wealth Partners's GIS Position: Q1 2020 in Review

Engrave Wealth Partners sold out of General Mills (GIS) in Q1 2020, closing a stake of 200 shares — an estimated $10K sold.

Engrave Wealth Partners first reported a position in GIS in Q4 2019 and held it in 1 quarter. The position peaked at $10K in Q4 2019. 1,318 funds tracked by Wall St. Rank hold GIS as of Q1 2020.

Engrave Wealth Partners reported no remaining General Mills position as of Q1 2020 after selling out during the quarter.
Engrave Wealth Partners sold 200 General Mills shares in Q1 2020, an estimated $10K.
Engrave Wealth Partners first reported a position in General Mills in Q4 2019 and held it in 1 quarter.
Engrave Wealth Partners's General Mills position peaked at $10K in Q4 2019.
1,318 funds tracked by Wall St. Rank held General Mills as of Q1 2020.

Based on Engrave Wealth Partners's 13F filing for Q1 2020, filed 20 Apr 2020.