IWP
GIS icon

Icon Wealth Partners’s General Mills GIS Stock Holding History

Icon Wealth Partners’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
2019
Q2 		– Sell
-1,090
Closed -$56K – 396
2019
Q1 		$56K Buy
+1,090
New +$49.4K 0.02% 342
2018
Q3 		– Sell
-1,276
Closed -$56K – 436
2018
Q2 		$56K Buy
+1,276
New +$55.8K 0.02% 358
2018
Q1 		– Sell
-1,276
Closed -$76K – 436
2017
Q4 		$76K Buy
+1,276
New +$69K 0.04% 321

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Icon Wealth Partners's GIS Position: Q2 2019 in Review

Icon Wealth Partners sold out of General Mills (GIS) in Q2 2019, closing a stake of 1,090 shares — an estimated $56K sold.

Icon Wealth Partners first reported a position in GIS in Q4 2017 and held it in 3 quarters. The position peaked at $76K in Q4 2017. 1,285 funds tracked by Wall St. Rank hold GIS as of Q2 2019.

  • Icon Wealth Partners reported no remaining General Mills position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 1,090 General Mills shares in Q2 2019, an estimated $56K.
  • Icon Wealth Partners first reported a position in General Mills in Q4 2017 and held it in 3 quarters.
  • Icon Wealth Partners's General Mills position peaked at $76K in Q4 2017.
  • 1,285 funds tracked by Wall St. Rank held General Mills as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.