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Meridian Wealth Advisors’s General Mills GIS Stock Holding History

Meridian 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
2023
Q2 		– Sell
-2,405
Closed -$206K – 188
2023
Q1 		$206K Hold
2,405
– – 0.05% 180
2022
Q4 		$202K Buy
+2,405
New +$196K 0.05% 184
2019
Q1 		– Sell
-1,480
Closed -$58K – 236
2018
Q4 		$58K Buy
+1,480
New +$62.5K 0.04% 230

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Meridian Wealth Advisors's GIS Position: Q2 2023 in Review

Meridian Wealth Advisors sold out of General Mills (GIS) in Q2 2023, closing a stake of 2,405 shares — an estimated $206K sold.

Meridian Wealth Advisors first reported a position in GIS in Q4 2018 and held it in 3 quarters. The position peaked at $206K in Q1 2023. 1,640 funds tracked by Wall St. Rank hold GIS as of Q2 2023.

  • Meridian Wealth Advisors reported no remaining General Mills position as of Q2 2023 after selling out during the quarter.
  • Meridian Wealth Advisors sold 2,405 General Mills shares in Q2 2023, an estimated $206K.
  • Meridian Wealth Advisors first reported a position in General Mills in Q4 2018 and held it in 3 quarters.
  • Meridian Wealth Advisors's General Mills position peaked at $206K in Q1 2023.
  • 1,640 funds tracked by Wall St. Rank held General Mills as of Q2 2023.

Based on Meridian Wealth Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.