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Evolution Wealth Advisors’s General Mills GIS Stock Holding History

Evolution 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
2021
Q4 		– Sell
-926
Closed -$55K – 347
2021
Q3 		$55K Buy
926
+845
+1,043% +$49.9K 0.01% 199
2021
Q2 		$5K Hold
81
– – ﹤0.01% 513
2021
Q1 		$5K Hold
81
– – ﹤0.01% 525
2020
Q4 		$5K Hold
81
– – ﹤0.01% 447
2020
Q3 		$5K Hold
81
– – ﹤0.01% 439
2020
Q2 		$5K Buy
+81
New +$4.88K ﹤0.01% 368
2020
Q1 		– Sell
-86
Closed -$5K – 440
2019
Q4 		$5K Buy
+86
New +$4.53K ﹤0.01% 399
2019
Q3 		– Sell
-81
Closed -$4K – 521
2019
Q2 		$4K Buy
+81
New +$4.19K ﹤0.01% 296

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

Evolution Wealth Advisors's GIS Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of General Mills (GIS) in Q4 2021, closing a stake of 926 shares — an estimated $55K sold.

Evolution Wealth Advisors first reported a position in GIS in Q2 2019 and held it in 8 quarters. The position peaked at $55K in Q3 2021. 1,519 funds tracked by Wall St. Rank hold GIS as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining General Mills position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 926 General Mills shares in Q4 2021, an estimated $55K.
  • Evolution Wealth Advisors first reported a position in General Mills in Q2 2019 and held it in 8 quarters.
  • Evolution Wealth Advisors's General Mills position peaked at $55K in Q3 2021.
  • 1,519 funds tracked by Wall St. Rank held General Mills as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.