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Peak Financial Advisors’s General Mills GIS Stock Holding History

Peak Financial 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
Q4 		– Sell
-3,433
Closed -$220K – 72
2023
Q3 		$220K Buy
+3,433
New +$243K 0.24% 47
2023
Q1 		– Sell
-5,332
Closed -$447K – 66
2022
Q4 		$447K Buy
5,332
+688
+15% +$56K 0.41% 38
2022
Q3 		$356K Sell
4,644
-3,226
-41% -$246K 0.44% 38
2022
Q2 		$594K Buy
7,870
+115
+1% +$8.05K 0.59% 38
2022
Q1 		$525K Buy
+7,755
New +$520K 0.45% 51

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Peak Financial Advisors's GIS Position: Q4 2023 in Review

Peak Financial Advisors sold out of General Mills (GIS) in Q4 2023, closing a stake of 3,433 shares — an estimated $220K sold.

Peak Financial Advisors first reported a position in GIS in Q1 2022 and held it in 5 quarters. The position peaked at $594K in Q2 2022. 1,577 funds tracked by Wall St. Rank hold GIS as of Q4 2023.

  • Peak Financial Advisors reported no remaining General Mills position as of Q4 2023 after selling out during the quarter.
  • Peak Financial Advisors sold 3,433 General Mills shares in Q4 2023, an estimated $220K.
  • Peak Financial Advisors first reported a position in General Mills in Q1 2022 and held it in 5 quarters.
  • Peak Financial Advisors's General Mills position peaked at $594K in Q2 2022.
  • 1,577 funds tracked by Wall St. Rank held General Mills as of Q4 2023.

Based on Peak Financial Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.