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WealthPLAN Partners’s General Mills GIS Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-33
Closed -$2.53K – 620
2023
Q2 		$2.53K Buy
+33
New +$2.82K ﹤0.01% 1041
2018
Q1 		– Sell
-3,410
Closed -$202K – 271
2017
Q4 		$202K Buy
+3,410
New +$184K 0.05% 206
2017
Q2 		– Sell
-69
Closed -$4.02K – 273
2017
Q1 		$4.02K Buy
+69
New +$4.22K 0.01% 367
2016
Q3 		$59.3K Sell
940
-737
-44% -$51.3K 0.02% 306
2016
Q2 		$67.9K Buy
+1,677
New +$107K 0.01% 767
2015
Q4 		$47.3K Buy
+2,006
New +$115K 0.01% 641
2015
Q2 		$5K Buy
+88
New +$4.93K ﹤0.01% 343

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

WealthPLAN Partners's GIS Position: Q3 2023 in Review

WealthPLAN Partners sold out of General Mills (GIS) in Q3 2023, closing a stake of 33 shares — an estimated $2.53K sold.

WealthPLAN Partners first reported a position in GIS in Q2 2015 and held it in 7 quarters. The position peaked at $202K in Q4 2017. 1,502 funds tracked by Wall St. Rank hold GIS as of Q3 2023.

  • WealthPLAN Partners reported no remaining General Mills position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 33 General Mills shares in Q3 2023, an estimated $2.53K.
  • WealthPLAN Partners first reported a position in General Mills in Q2 2015 and held it in 7 quarters.
  • WealthPLAN Partners's General Mills position peaked at $202K in Q4 2017.
  • 1,502 funds tracked by Wall St. Rank held General Mills as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.