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Meridian Wealth Partners’s General Mills GIS Stock Holding History

Meridian Wealth Partners’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
-441
Closed -$27K – 553
2021
Q1 		$27K Buy
+441
New +$25.4K 0.01% 234
2020
Q1 		– Sell
-379
Closed -$20K – 198
2019
Q4 		$20K Buy
+379
New +$20K 0.01% 205

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

Meridian Wealth Partners's GIS Position: Q2 2021 in Review

Meridian Wealth Partners sold out of General Mills (GIS) in Q2 2021, closing a stake of 441 shares — an estimated $27K sold.

Meridian Wealth Partners first reported a position in GIS in Q4 2019 and held it in 2 quarters. The position peaked at $27K in Q1 2021. 1,406 funds tracked by Wall St. Rank hold GIS as of Q2 2021.

  • Meridian Wealth Partners reported no remaining General Mills position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 441 General Mills shares in Q2 2021, an estimated $27K.
  • Meridian Wealth Partners first reported a position in General Mills in Q4 2019 and held it in 2 quarters.
  • Meridian Wealth Partners's General Mills position peaked at $27K in Q1 2021.
  • 1,406 funds tracked by Wall St. Rank held General Mills as of Q2 2021.

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