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Wealthspire Advisors (Maryland)’s General Mills GIS Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$560K Sell
9,076
-6,675
-42% -$417K 0.02% 246
2020
Q2 		$971K Sell
15,751
-189
-1% -$11.4K 0.07% 166
2020
Q1 		$841K Sell
15,940
-390
-2% -$20.6K 0.07% 160
2019
Q4 		$875K Sell
16,330
-251
-2% -$13.2K 0.06% 186
2019
Q3 		$914K Buy
16,581
+6,651
+67% +$358K 0.07% 159
2019
Q2 		$522K Sell
9,930
-322
-3% -$16.6K 0.04% 247
2019
Q1 		$531K Buy
10,252
+2,147
+26% +$97.2K 0.04% 244
2018
Q4 		$316K Sell
8,105
-587
-7% -$24.8K 0.03% 313
2018
Q3 		$373K Sell
8,692
-1,456
-14% -$65.9K 0.03% 303
2018
Q2 		$449K Sell
10,148
-3,611
-26% -$158K 0.04% 259
2018
Q1 		$620K Sell
13,759
-5,073
-27% -$275K 0.06% 205
2017
Q4 		$1.12M Buy
18,832
+1,080
+6% +$58.4K 0.11% 125
2017
Q3 		$919K Buy
17,752
+3,363
+23% +$184K 0.1% 142
2017
Q2 		$797K Buy
14,389
+3,445
+31% +$197K 0.09% 144
2017
Q1 		$646K Buy
10,944
+126
+1% +$7.7K 0.09% 144
2016
Q4 		$668K Buy
10,818
+340
+3% +$21.1K 0.1% 133
2016
Q3 		$669K Sell
10,478
-2,147
-17% -$149K 0.1% 136
2016
Q2 		$900K Sell
12,625
-1,303
-9% -$83K 0.15% 99
2016
Q1 		$882K Buy
13,928
+2,973
+27% +$173K 0.16% 98
2015
Q4 		$632K Buy
+10,955
New +$630K 0.12% 127

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 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Wealthspire Advisors (Maryland)'s GIS Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its General Mills (GIS) stake by 42% in Q3 2020, selling an estimated $417K and leaving 9,076 shares worth $560K. The position accounts for 0.02% of the portfolio, ranked #246.

Wealthspire Advisors (Maryland) first reported a position in GIS in Q4 2015 and has held it in 20 quarters since. The position peaked at $1.12M in Q4 2017. 1,360 funds tracked by Wall St. Rank hold GIS as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 9,076 shares of General Mills worth $560K as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 6,675 General Mills shares in Q3 2020, an estimated $417K.
  • General Mills made up 0.02% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #246 holding.
  • Wealthspire Advisors (Maryland) first reported a position in General Mills in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s General Mills position peaked at $1.12M in Q4 2017.
  • 1,360 funds tracked by Wall St. Rank held General Mills as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.