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

Provence 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
2023
Q4 		$4.75K Hold
73
– – ﹤0.01% 362
2023
Q3 		$4.67K Buy
+73
New +$5.16K ﹤0.01% 360

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 $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

Provence Wealth Management Group's GIS Position: Q4 2023 in Review

Provence Wealth Management Group held its General Mills (GIS) position steady in Q4 2023 at 73 shares worth $4.75K. The position accounts for ﹤0.01% of the portfolio, ranked #362.

Provence Wealth Management Group first reported a position in GIS in Q3 2023 and has held it in 2 quarters since. 1,579 funds tracked by Wall St. Rank hold GIS as of Q4 2023.

  • Provence Wealth Management Group held 73 shares of General Mills worth $4.75K as of Q4 2023.
  • Provence Wealth Management Group left its General Mills share count unchanged in Q4 2023.
  • General Mills made up ﹤0.01% of Provence Wealth Management Group's portfolio in Q4 2023, its #362 holding.
  • Provence Wealth Management Group first reported a position in General Mills in Q3 2023 and has held it in 2 quarters since.
  • 1,579 funds tracked by Wall St. Rank held General Mills as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.