Financial Synergies Wealth Advisors’s General Mills GIS Stock Holding History

Financial Synergies 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	-262	Closed	-$18.3K	–	216
2024 Q1	$18.3K	Hold	262	–	–	﹤0.01%	207
2023 Q4	$22K	Hold	262	–	–	﹤0.01%	134
2023 Q3	$16.8K	Hold	262	–	–	﹤0.01%	195
2023 Q2	$20.1K	Sell	262 -48	-15%	-$4.1K	﹤0.01%	170
2023 Q1	$26.5K	Buy	310 +48	+18%	+$3.83K	﹤0.01%	152
2022 Q4	$22K	Buy	262 +245	+1,441%	+$20K	﹤0.01%	134
2022 Q3	$1.3K	Hold	17	–	–	﹤0.01%	262
2022 Q2	$1.28K	Buy	+17	New	+$1.19K	﹤0.01%	287

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

Financial Synergies Wealth Advisors's GIS Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of General Mills (GIS) in Q2 2024, closing a stake of 262 shares — an estimated $18.3K sold.

Financial Synergies Wealth Advisors first reported a position in GIS in Q2 2022 and held it in 8 quarters. The position peaked at $26.5K in Q1 2023. 1,532 funds tracked by Wall St. Rank hold GIS as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining General Mills position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 262 General Mills shares in Q2 2024, an estimated $18.3K.
Financial Synergies Wealth Advisors first reported a position in General Mills in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's General Mills position peaked at $26.5K in Q1 2023.
1,532 funds tracked by Wall St. Rank held General Mills as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.