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WealthShield Partners’s General Mills GIS Stock Holding History

WealthShield 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
2021
Q3 		– Sell
-1,743
Closed -$106K – 436
2021
Q2 		$106K Buy
1,743
+115
+7% +$7.11K 0.02% 354
2021
Q1 		$100K Sell
1,628
-1,973
-55% -$114K 0.02% 341
2020
Q4 		$213K Buy
3,601
+298
+9% +$18K 0.04% 281
2020
Q3 		$204K Buy
3,303
+4
+0.1% +$250 0.07% 236
2020
Q2 		$203K Buy
+3,299
New +$199K 0.09% 199

Other funds holding GIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WealthShield Partners's GIS Position: Q3 2021 in Review

WealthShield Partners sold out of General Mills (GIS) in Q3 2021, closing a stake of 1,743 shares — an estimated $106K sold.

WealthShield Partners first reported a position in GIS in Q2 2020 and held it in 5 quarters. The position peaked at $213K in Q4 2020. 1,369 funds tracked by Wall St. Rank hold GIS as of Q3 2021.

  • WealthShield Partners reported no remaining General Mills position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 1,743 General Mills shares in Q3 2021, an estimated $106K.
  • WealthShield Partners first reported a position in General Mills in Q2 2020 and held it in 5 quarters.
  • WealthShield Partners's General Mills position peaked at $213K in Q4 2020.
  • 1,369 funds tracked by Wall St. Rank held General Mills as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.