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WIA
Wealthstreet Investment Advisors’s
General Mills
GIS
Stock Holding History
Wealthstreet Investment 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
2021
Q2
–
Sell
-5,300
Closed
-$325K
–
183
2021
Q1
$325K
Sell
5,300
-400
-7%
-$23.1K
0.03%
305
2020
Q4
$335K
Hold
5,700
–
–
0.03%
289
2020
Q3
$352K
Hold
5,700
–
–
0.04%
264
2020
Q2
$351K
Sell
5,700
-150
-3%
-$9.05K
0.04%
254
2020
Q1
$309K
Sell
5,850
-50
-0.8%
-$2.64K
0.05%
242
2019
Q4
$316K
Sell
5,900
-150
-2%
-$7.9K
0.04%
283
2019
Q3
$305K
Hold
6,050
–
–
0.04%
274
2019
Q2
$318K
Hold
6,050
–
–
0.04%
273
2019
Q1
$313K
Hold
6,050
–
–
0.04%
274
2018
Q4
$263K
Sell
6,050
-1,200
-17%
-$50.7K
0.04%
279
2018
Q3
$312K
Sell
7,250
-800
-10%
-$36.2K
0.04%
288
2018
Q2
$356K
Sell
8,050
-100
-1%
-$4.38K
0.05%
267
2018
Q1
$367K
Buy
8,150
+990
+14%
+$53.7K
0.05%
260
2017
Q4
$425K
Buy
+7,160
New
+$387K
0.05%
245
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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