High Net Worth Advisory Group’s General Mills GIS Stock Holding History

High Net Worth Advisory Group’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	-4,581	Closed	-$351K	–	195
2023 Q2	$351K	Sell	4,581 -1,767	-28%	-$151K	0.14%	132
2023 Q1	$543K	Sell	6,348 -617	-9%	-$49.3K	0.22%	99
2022 Q4	$584K	Sell	6,965 -2,025	-23%	-$165K	0.23%	98
2022 Q3	$689K	Hold	8,990	–	–	0.29%	82
2022 Q2	$678K	Sell	8,990 -1,495	-14%	-$105K	0.28%	86
2022 Q1	$710K	Buy	10,485 +80	+0.8%	+$5.37K	0.26%	84
2021 Q4	$701K	Buy	+10,405	New	+$661K	0.24%	86

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

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

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

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

High Net Worth Advisory Group's GIS Position: Q3 2023 in Review

High Net Worth Advisory Group sold out of General Mills (GIS) in Q3 2023, closing a stake of 4,581 shares — an estimated $351K sold.

High Net Worth Advisory Group first reported a position in GIS in Q4 2021 and held it in 7 quarters. The position peaked at $710K in Q1 2022. 1,501 funds tracked by Wall St. Rank hold GIS as of Q3 2023.

High Net Worth Advisory Group reported no remaining General Mills position as of Q3 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 4,581 General Mills shares in Q3 2023, an estimated $351K.
High Net Worth Advisory Group first reported a position in General Mills in Q4 2021 and held it in 7 quarters.
High Net Worth Advisory Group's General Mills position peaked at $710K in Q1 2022.
1,501 funds tracked by Wall St. Rank held General Mills as of Q3 2023.

Based on High Net Worth Advisory Group's 13F filing for Q3 2023, filed 5 Oct 2023.