TFO Wealth Partners’s General Mills GIS Stock Holding History

TFO Wealth Partners’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
2024 Q2	–	Sell	-8	Closed	-$560	–	336
2024 Q1	$560	Hold	8	–	–	﹤0.01%	237
2023 Q4	$521	Sell	8 -2	-20%	-$129	﹤0.01%	321
2023 Q3	$767	Buy	10 +2	+25%	+$141	﹤0.01%	340
2023 Q2	$614	Hold	8	–	–	﹤0.01%	255
2023 Q1	$684	Buy	8 +2	+33%	+$160	﹤0.01%	203
2022 Q4	$503	Buy	+6	New	+$489	﹤0.01%	478
2022 Q3	–	Sell	-18	Closed	-$1K	–	273
2022 Q2	$1K	Buy	+18	New	+$1.26K	﹤0.01%	411

Other funds holding GIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TFO Wealth Partners's GIS Position: Q2 2024 in Review

TFO Wealth Partners sold out of General Mills (GIS) in Q2 2024, closing a stake of 8 shares — an estimated $560 sold.

TFO Wealth Partners first reported a position in GIS in Q2 2022 and held it in 7 quarters. The position peaked at $1K in Q2 2022. 1,532 funds tracked by Wall St. Rank hold GIS as of Q2 2024.

TFO Wealth Partners reported no remaining General Mills position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 8 General Mills shares in Q2 2024, an estimated $560.
TFO Wealth Partners first reported a position in General Mills in Q2 2022 and held it in 7 quarters.
TFO Wealth Partners's General Mills position peaked at $1K in Q2 2022.
1,532 funds tracked by Wall St. Rank held General Mills as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.