Heritage Wealth Management (Arizona)’s General Mills GIS Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$17.1K	Buy	204 +148	+264%	+$12.1K	﹤0.01%	692
2022 Q3	$4K	Sell	56 -6	-10%	-$457	﹤0.01%	785
2022 Q2	$4.68K	Hold	62	–	–	﹤0.01%	775
2022 Q1	$4K	Buy	+62	New	+$4.16K	﹤0.01%	818
2021 Q3	$5K	Sell	87 -2	-2%	-$118	﹤0.01%	728
2021 Q2	$5K	Sell	89 -861	-91%	-$53.3K	﹤0.01%	742
2021 Q1	$58K	Buy	+950	New	+$54.8K	0.03%	353

Other funds holding GIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s GIS Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its General Mills (GIS) stake by 264% in Q4 2022, buying an estimated $12.1K and bringing the position to 204 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #692.

Heritage Wealth Management (Arizona) first reported a position in GIS in Q1 2021 and has held it in 7 quarters since. The position peaked at $58K in Q1 2021. 1,667 funds tracked by Wall St. Rank hold GIS as of Q4 2022.

Heritage Wealth Management (Arizona) held 204 shares of General Mills worth $17.1K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 148 General Mills shares in Q4 2022, an estimated $12.1K.
General Mills made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #692 holding.
Heritage Wealth Management (Arizona) first reported a position in General Mills in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s General Mills position peaked at $58K in Q1 2021.
1,667 funds tracked by Wall St. Rank held General Mills as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.