PWM
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PRW Wealth Management’s General Mills GIS Stock Holding History

PRW Wealth Management’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
Q3 		– Sell
-4,805
Closed -$293K – 166
2021
Q2 		$293K Buy
+4,805
New +$297K 0.09% 215
2019
Q2 		– Sell
-20
Closed -$1K – 307
2019
Q1 		$1K Buy
+20
New +$906 ﹤0.01% 591

Other funds holding GIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PRW Wealth Management's GIS Position: Q3 2021 in Review

PRW Wealth Management sold out of General Mills (GIS) in Q3 2021, closing a stake of 4,805 shares — an estimated $293K sold.

PRW Wealth Management first reported a position in GIS in Q1 2019 and held it in 2 quarters. The position peaked at $293K in Q2 2021. 1,370 funds tracked by Wall St. Rank hold GIS as of Q3 2021.

  • PRW Wealth Management reported no remaining General Mills position as of Q3 2021 after selling out during the quarter.
  • PRW Wealth Management sold 4,805 General Mills shares in Q3 2021, an estimated $293K.
  • PRW Wealth Management first reported a position in General Mills in Q1 2019 and held it in 2 quarters.
  • PRW Wealth Management's General Mills position peaked at $293K in Q2 2021.
  • 1,370 funds tracked by Wall St. Rank held General Mills as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.