KWA
GIS icon

Kingswood Wealth Advisors’s General Mills GIS Stock Holding History

Kingswood 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
-5,208
Closed -$385K – 840
2024
Q3 		$385K Sell
5,208
-357
-6% -$24.7K 0.03% 523
2024
Q2 		$352K Sell
5,565
-111
-2% -$7.62K 0.03% 477
2024
Q1 		$397K Sell
5,676
-7,739
-58% -$504K 0.05% 405
2023
Q4 		$874K Hold
13,415
– – 0.1% 218
2023
Q3 		$858K Buy
+13,415
New +$948K 0.15% 164

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

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

Kingswood Wealth Advisors sold out of General Mills (GIS) in Q4 2024, closing a stake of 5,208 shares — an estimated $385K sold.

Kingswood Wealth Advisors first reported a position in GIS in Q3 2023 and held it in 5 quarters. The position peaked at $874K in Q4 2023. 1,621 funds tracked by Wall St. Rank hold GIS as of Q4 2024.

  • Kingswood Wealth Advisors reported no remaining General Mills position as of Q4 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 5,208 General Mills shares in Q4 2024, an estimated $385K.
  • Kingswood Wealth Advisors first reported a position in General Mills in Q3 2023 and held it in 5 quarters.
  • Kingswood Wealth Advisors's General Mills position peaked at $874K in Q4 2023.
  • 1,621 funds tracked by Wall St. Rank held General Mills as of Q4 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.