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Paragon Wealth Strategies’s General Mills GIS Stock Holding History

Paragon Wealth Strategies’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
Q1 		– Sell
-392
Closed -$32.8K – 108
2022
Q4 		$32.8K Buy
392
+244
+165% +$19.9K 0.04% 82
2022
Q3 		$11K Buy
+148
New +$11.3K 0.01% 101
2021
Q3 		– Sell
-21
Closed -$1K – 135
2021
Q2 		$1K Buy
+21
New +$1.3K ﹤0.01% 279

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Paragon Wealth Strategies's GIS Position: Q1 2023 in Review

Paragon Wealth Strategies sold out of General Mills (GIS) in Q1 2023, closing a stake of 392 shares — an estimated $32.8K sold.

Paragon Wealth Strategies first reported a position in GIS in Q2 2021 and held it in 3 quarters. The position peaked at $32.8K in Q4 2022. 1,643 funds tracked by Wall St. Rank hold GIS as of Q1 2023.

  • Paragon Wealth Strategies reported no remaining General Mills position as of Q1 2023 after selling out during the quarter.
  • Paragon Wealth Strategies sold 392 General Mills shares in Q1 2023, an estimated $32.8K.
  • Paragon Wealth Strategies first reported a position in General Mills in Q2 2021 and held it in 3 quarters.
  • Paragon Wealth Strategies's General Mills position peaked at $32.8K in Q4 2022.
  • 1,643 funds tracked by Wall St. Rank held General Mills as of Q1 2023.

Based on Paragon Wealth Strategies's 13F filing for Q1 2023, filed 26 Apr 2023.