Wealthcare Capital Management’s General Mills GIS Stock Holding History

Wealthcare Capital 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 Q2	–	Sell	-31	Closed	-$2K	–	310
2021 Q1	$2K	Buy	+31	New	+$1.79K	﹤0.01%	561
2020 Q1	–	Sell	-47	Closed	-$3K	–	414
2019 Q4	$3K	Buy	+47	New	+$2.48K	﹤0.01%	354
2018 Q3	–	Sell	-20	Closed	-$1K	–	200
2018 Q2	$1K	Hold	20	–	–	﹤0.01%	181
2018 Q1	$1K	Hold	20	–	–	﹤0.01%	185
2017 Q4	$1K	Hold	20	–	–	﹤0.01%	208
2017 Q3	$1K	Hold	20	–	–	﹤0.01%	170
2017 Q2	$1K	Hold	20	–	–	﹤0.01%	165
2017 Q1	$1K	Hold	20	–	–	﹤0.01%	170
2016 Q4	$1K	Hold	20	–	–	﹤0.01%	167
2016 Q3	$1K	Hold	20	–	–	﹤0.01%	181
2016 Q2	$1K	Hold	20	–	–	﹤0.01%	184
2016 Q1	$1K	Hold	20	–	–	﹤0.01%	194
2015 Q4	$1K	Hold	20	–	–	﹤0.01%	204
2015 Q3	$1K	Sell	20 -78	-80%	-$4.47K	﹤0.01%	224
2015 Q2	$5K	Sell	98 -903	-90%	-$50.6K	﹤0.01%	259
2015 Q1	$57K	Buy	1,001 +981	+4,905%	+$52.3K	0.01%	224
2014 Q4	$1K	Buy	+20	New	+$1.03K	﹤0.01%	183

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Wealthcare Capital Management's GIS Position: Q2 2021 in Review

Wealthcare Capital Management sold out of General Mills (GIS) in Q2 2021, closing a stake of 31 shares — an estimated $2K sold.

Wealthcare Capital Management first reported a position in GIS in Q4 2014 and held it in 17 quarters. The position peaked at $57K in Q1 2015. 1,406 funds tracked by Wall St. Rank hold GIS as of Q2 2021.

Wealthcare Capital Management reported no remaining General Mills position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 31 General Mills shares in Q2 2021, an estimated $2K.
Wealthcare Capital Management first reported a position in General Mills in Q4 2014 and held it in 17 quarters.
Wealthcare Capital Management's General Mills position peaked at $57K in Q1 2015.
1,406 funds tracked by Wall St. Rank held General Mills as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.