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Grey Fox Wealth Advisors’s General Mills GIS Stock Holding History

Grey Fox 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
Q2 		– Sell
-953
Closed -$81.4K – 268
2023
Q1 		$81.4K Buy
953
+317
+50% +$25.3K 0.05% 154
2022
Q4 		$53.3K Buy
+636
New +$51.8K 0.04% 158

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
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Grey Fox Wealth Advisors's GIS Position: Q2 2023 in Review

Grey Fox Wealth Advisors sold out of General Mills (GIS) in Q2 2023, closing a stake of 953 shares — an estimated $81.4K sold.

Grey Fox Wealth Advisors first reported a position in GIS in Q4 2022 and held it in 2 quarters. The position peaked at $81.4K in Q1 2023. 1,638 funds tracked by Wall St. Rank hold GIS as of Q2 2023.

  • Grey Fox Wealth Advisors reported no remaining General Mills position as of Q2 2023 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 953 General Mills shares in Q2 2023, an estimated $81.4K.
  • Grey Fox Wealth Advisors first reported a position in General Mills in Q4 2022 and held it in 2 quarters.
  • Grey Fox Wealth Advisors's General Mills position peaked at $81.4K in Q1 2023.
  • 1,638 funds tracked by Wall St. Rank held General Mills as of Q2 2023.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.