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GGM Wealth Advisors’s General Mills GIS Stock Holding History

GGM 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
-3,036
Closed -$228K – 143
2023
Q2 		$228K Buy
+3,036
New +$259K 0.09% 132
2023
Q1 		– Sell
-3,020
Closed -$258K – 88
2022
Q4 		$258K Buy
3,020
+8
+0.3% +$652 0.13% 109
2022
Q3 		$235K Buy
3,012
+9
+0.3% +$686 0.13% 120
2022
Q2 		$227K Buy
3,003
+10
+0.3% +$700 0.13% 121
2022
Q1 		$213K Buy
+2,993
New +$201K 0.11% 132

Other funds holding GIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $427B AUM 29.17% 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
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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

GGM Wealth Advisors's GIS Position: Q3 2023 in Review

GGM Wealth Advisors sold out of General Mills (GIS) in Q3 2023, closing a stake of 3,036 shares — an estimated $228K sold.

GGM Wealth Advisors first reported a position in GIS in Q1 2022 and held it in 5 quarters. The position peaked at $258K in Q4 2022. 1,501 funds tracked by Wall St. Rank hold GIS as of Q3 2023.

  • GGM Wealth Advisors reported no remaining General Mills position as of Q3 2023 after selling out during the quarter.
  • GGM Wealth Advisors sold 3,036 General Mills shares in Q3 2023, an estimated $228K.
  • GGM Wealth Advisors first reported a position in General Mills in Q1 2022 and held it in 5 quarters.
  • GGM Wealth Advisors's General Mills position peaked at $258K in Q4 2022.
  • 1,501 funds tracked by Wall St. Rank held General Mills as of Q3 2023.

Based on GGM Wealth Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.