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Insight Wealth Strategies’s General Mills GIS Stock Holding History

Insight Wealth Strategies’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
2021
Q2 		– Sell
-5,418
Closed -$332K – 205
2021
Q1 		$332K Buy
5,418
+49
+0.9% +$2.83K 0.04% 171
2020
Q4 		$316K Sell
5,369
-458
-8% -$27.7K 0.05% 159
2020
Q3 		$359K Buy
5,827
+128
+2% +$8K 0.07% 129
2020
Q2 		$351K Buy
+5,699
New +$344K 0.08% 114

Other funds holding GIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Insight Wealth Strategies's GIS Position: Q2 2021 in Review

Insight Wealth Strategies sold out of General Mills (GIS) in Q2 2021, closing a stake of 5,418 shares — an estimated $332K sold.

Insight Wealth Strategies first reported a position in GIS in Q2 2020 and held it in 4 quarters. The position peaked at $359K in Q3 2020. 1,406 funds tracked by Wall St. Rank hold GIS as of Q2 2021.

  • Insight Wealth Strategies reported no remaining General Mills position as of Q2 2021 after selling out during the quarter.
  • Insight Wealth Strategies sold 5,418 General Mills shares in Q2 2021, an estimated $332K.
  • Insight Wealth Strategies first reported a position in General Mills in Q2 2020 and held it in 4 quarters.
  • Insight Wealth Strategies's General Mills position peaked at $359K in Q3 2020.
  • 1,406 funds tracked by Wall St. Rank held General Mills as of Q2 2021.

Based on Insight Wealth Strategies's 13F filing for Q2 2021, filed 12 Aug 2021.