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IVC Wealth Advisors’s General Mills GIS Stock Holding History

IVC 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
2024
Q4 		– Sell
-2,812
Closed -$208K – 158
2024
Q3 		$208K Buy
+2,812
New +$195K 0.11% 157
2023
Q4 		– Sell
-9,232
Closed -$591K – 165
2023
Q3 		$591K Sell
9,232
-1,137
-11% -$80.3K 0.4% 64
2023
Q2 		$795K Buy
10,369
+6,908
+200% +$590K 0.5% 56
2023
Q1 		$296K Sell
3,461
-600
-15% -$47.9K 0.21% 108
2022
Q4 		$341K Sell
4,061
-1
-0% -$81 0.25% 96
2022
Q3 		$311K Buy
4,062
+1
+0% +$76 0.25% 95
2022
Q2 		$306K Buy
4,061
+500
+14% +$35K 0.24% 105
2022
Q1 		$241K Hold
3,561
– – 0.16% 131
2021
Q4 		$240K Buy
+3,561
New +$226K 0.15% 124

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

IVC Wealth Advisors's GIS Position: Q4 2024 in Review

IVC Wealth Advisors sold out of General Mills (GIS) in Q4 2024, closing a stake of 2,812 shares — an estimated $208K sold.

IVC Wealth Advisors first reported a position in GIS in Q4 2021 and held it in 9 quarters. The position peaked at $795K in Q2 2023. 1,621 funds tracked by Wall St. Rank hold GIS as of Q4 2024.

  • IVC Wealth Advisors reported no remaining General Mills position as of Q4 2024 after selling out during the quarter.
  • IVC Wealth Advisors sold 2,812 General Mills shares in Q4 2024, an estimated $208K.
  • IVC Wealth Advisors first reported a position in General Mills in Q4 2021 and held it in 9 quarters.
  • IVC Wealth Advisors's General Mills position peaked at $795K in Q2 2023.
  • 1,621 funds tracked by Wall St. Rank held General Mills as of Q4 2024.

Based on IVC Wealth Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.