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V Wealth Advisors’s General Mills GIS Stock Holding History

V Wealth 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
Q3 		– Sell
-4,574
Closed -$351K – 208
2023
Q2 		$351K Sell
4,574
-122
-3% -$10.4K 0.06% 256
2023
Q1 		$401K Buy
4,696
+4
+0.1% +$319 0.08% 234
2022
Q4 		$393K Buy
4,692
+3
+0.1% +$244 0.08% 230
2022
Q3 		$359K Sell
4,689
-826
-15% -$63K 0.07% 254
2022
Q2 		$416K Buy
5,515
+1,034
+23% +$72.4K 0.08% 248
2022
Q1 		$303K Buy
4,481
+304
+7% +$20.4K 0.05% 344
2021
Q4 		$281K Sell
4,177
-46
-1% -$2.92K 0.04% 362
2021
Q3 		$253K Sell
4,223
-205
-5% -$12.1K 0.04% 387
2021
Q2 		$267K Sell
4,428
-12,536
-74% -$775K 0.04% 393
2021
Q1 		$1.04M Sell
16,964
-588
-3% -$33.9K 0.19% 133
2020
Q4 		$1.03M Buy
17,552
+6,002
+52% +$363K 0.21% 123
2020
Q3 		$712K Buy
11,550
+4,272
+59% +$267K 0.49% 54
2020
Q2 		$448K Sell
7,278
-158
-2% -$9.53K 0.12% 199
2020
Q1 		$393K Buy
7,436
+2,205
+42% +$116K 0.12% 180
2019
Q4 		$288K Hold
5,231
– – 0.1% 210
2019
Q3 		$288K Buy
5,231
+127
+2% +$6.84K 0.1% 209
2019
Q2 		$269K Buy
+5,104
New +$264K 0.1% 206
2017
Q3 		– Sell
-3,197
Closed -$178K – 401
2017
Q2 		$178K Buy
+3,197
New +$182K 0.08% 185

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

V Wealth Advisors's GIS Position: Q3 2023 in Review

V Wealth Advisors sold out of General Mills (GIS) in Q3 2023, closing a stake of 4,574 shares — an estimated $351K sold.

V Wealth Advisors first reported a position in GIS in Q2 2017 and held it in 18 quarters. The position peaked at $1.04M in Q1 2021. 1,501 funds tracked by Wall St. Rank hold GIS as of Q3 2023.

  • V Wealth Advisors reported no remaining General Mills position as of Q3 2023 after selling out during the quarter.
  • V Wealth Advisors sold 4,574 General Mills shares in Q3 2023, an estimated $351K.
  • V Wealth Advisors first reported a position in General Mills in Q2 2017 and held it in 18 quarters.
  • V Wealth Advisors's General Mills position peaked at $1.04M in Q1 2021.
  • 1,501 funds tracked by Wall St. Rank held General Mills as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.