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Foster Victor Wealth Advisors’s General Mills GIS Stock Holding History

Foster Victor 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
2023
Q3 		– Sell
-54,532
Closed -$4.22M – 164
2023
Q2 		$4.22M Buy
54,532
+408
+0.8% +$34.9K 0.47% 75
2023
Q1 		$4.66M Buy
54,124
+2,992
+6% +$239K 0.56% 64
2022
Q4 		$4.4M Buy
51,132
+2,171
+4% +$177K 0.56% 64
2022
Q3 		$3.67M Sell
48,961
-1,795
-4% -$137K 0.54% 66
2022
Q2 		$3.87M Buy
50,756
+39
+0.1% +$2.73K 0.58% 63
2022
Q1 		$3.54M Buy
50,717
+6,539
+15% +$439K 0.48% 67
2021
Q4 		$3.02M Buy
44,178
+3,317
+8% +$211K 0.41% 72
2021
Q3 		$2.44M Buy
40,861
+3,655
+10% +$216K 0.39% 74
2021
Q2 		$2.27M Buy
37,206
+4,208
+13% +$260K 0.38% 78
2021
Q1 		$2M Buy
32,998
+6,179
+23% +$357K 0.37% 74
2020
Q4 		$1.58M Buy
26,819
+2,210
+9% +$134K 0.36% 69
2020
Q3 		$1.52M Buy
24,609
+4,455
+22% +$278K 0.41% 58
2020
Q2 		$1.24M Buy
20,154
+1,824
+10% +$110K 0.41% 57
2020
Q1 		$1.1M Sell
18,330
-1,415
-7% -$74.7K 0.48% 56
2019
Q4 		$1.05M Buy
19,745
+3,879
+24% +$204K 0.45% 57
2019
Q3 		$865K Buy
15,866
+6,466
+69% +$348K 0.48% 50
2019
Q2 		$508K Sell
9,400
-2,490
-21% -$129K 0.37% 54
2019
Q1 		$615K Buy
11,890
+1,080
+10% +$48.9K 0.48% 47
2018
Q4 		$421K Buy
+10,810
New +$457K 0.4% 46

Other funds holding GIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Foster Victor Wealth Advisors's GIS Position: Q3 2023 in Review

Foster Victor Wealth Advisors sold out of General Mills (GIS) in Q3 2023, closing a stake of 54,532 shares — an estimated $4.22M sold.

Foster Victor Wealth Advisors first reported a position in GIS in Q4 2018 and held it in 19 quarters. The position peaked at $4.66M in Q1 2023. 1,502 funds tracked by Wall St. Rank hold GIS as of Q3 2023.

  • Foster Victor Wealth Advisors reported no remaining General Mills position as of Q3 2023 after selling out during the quarter.
  • Foster Victor Wealth Advisors sold 54,532 General Mills shares in Q3 2023, an estimated $4.22M.
  • Foster Victor Wealth Advisors first reported a position in General Mills in Q4 2018 and held it in 19 quarters.
  • Foster Victor Wealth Advisors's General Mills position peaked at $4.66M in Q1 2023.
  • 1,502 funds tracked by Wall St. Rank held General Mills as of Q3 2023.

Based on Foster Victor Wealth Advisors's 13F filing for Q3 2023, filed 16 Oct 2023.