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National Wealth Management Group’s General Mills GIS Stock Holding History

National Wealth Management Group’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
2022
Q2 		– Sell
-7,378
Closed -$500K – 115
2022
Q1 		$500K Hold
7,378
– – 0.48% 61
2021
Q4 		$497K Buy
+7,378
New +$469K 0.47% 65

Other funds holding GIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

National Wealth Management Group's GIS Position: Q2 2022 in Review

National Wealth Management Group sold out of General Mills (GIS) in Q2 2022, closing a stake of 7,378 shares — an estimated $500K sold.

National Wealth Management Group first reported a position in GIS in Q4 2021 and held it in 2 quarters. The position peaked at $500K in Q1 2022. 1,541 funds tracked by Wall St. Rank hold GIS as of Q2 2022.

  • National Wealth Management Group reported no remaining General Mills position as of Q2 2022 after selling out during the quarter.
  • National Wealth Management Group sold 7,378 General Mills shares in Q2 2022, an estimated $500K.
  • National Wealth Management Group first reported a position in General Mills in Q4 2021 and held it in 2 quarters.
  • National Wealth Management Group's General Mills position peaked at $500K in Q1 2022.
  • 1,541 funds tracked by Wall St. Rank held General Mills as of Q2 2022.

Based on National Wealth Management Group's 13F filing for Q2 2022, filed 17 Nov 2023.