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Intercontinental Wealth Advisors’s General Mills GIS Stock Holding History

Intercontinental 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
2020
Q1 		– Sell
-4,590
Closed -$241K – 214
2019
Q4 		$241K Sell
4,590
-987
-18% -$52K 0.2% 89
2019
Q3 		$307K Sell
5,577
-50
-0.9% -$2.69K 0.19% 104
2019
Q2 		$296K Sell
5,627
-134
-2% -$6.92K 0.15% 100
2019
Q1 		$298K Sell
5,761
-16
-0.3% -$725 0.15% 103
2018
Q4 		$225K Sell
5,777
-292
-5% -$12.3K 0.13% 111
2018
Q3 		$260K Buy
6,069
+475
+8% +$21.5K 0.13% 110
2018
Q2 		$248K Buy
5,594
+528
+10% +$23.1K 0.14% 110
2018
Q1 		$228K Buy
5,066
+304
+6% +$16.5K 0.13% 117
2017
Q4 		$282K Buy
4,762
+85
+2% +$4.6K 0.16% 103
2017
Q3 		$242K Sell
4,677
-17
-0.4% -$932 0.15% 107
2017
Q2 		$260K Buy
+4,694
New +$268K 0.17% 93

Other funds holding GIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Intercontinental Wealth Advisors's GIS Position: Q1 2020 in Review

Intercontinental Wealth Advisors sold out of General Mills (GIS) in Q1 2020, closing a stake of 4,590 shares — an estimated $241K sold.

Intercontinental Wealth Advisors first reported a position in GIS in Q2 2017 and held it in 11 quarters. The position peaked at $307K in Q3 2019. 1,318 funds tracked by Wall St. Rank hold GIS as of Q1 2020.

  • Intercontinental Wealth Advisors reported no remaining General Mills position as of Q1 2020 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 4,590 General Mills shares in Q1 2020, an estimated $241K.
  • Intercontinental Wealth Advisors first reported a position in General Mills in Q2 2017 and held it in 11 quarters.
  • Intercontinental Wealth Advisors's General Mills position peaked at $307K in Q3 2019.
  • 1,318 funds tracked by Wall St. Rank held General Mills as of Q1 2020.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2020, filed 19 Jan 2021.