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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

Other funds holding GIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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

Wealthstreet Investment Advisors's GIS Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of General Mills (GIS) in Q2 2021, closing a stake of 5,300 shares — an estimated $325K sold.

Wealthstreet Investment Advisors first reported a position in GIS in Q4 2017 and held it in 14 quarters. The position peaked at $425K in Q4 2017. 1,407 funds tracked by Wall St. Rank hold GIS as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining General Mills position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 5,300 General Mills shares in Q2 2021, an estimated $325K.
  • Wealthstreet Investment Advisors first reported a position in General Mills in Q4 2017 and held it in 14 quarters.
  • Wealthstreet Investment Advisors's General Mills position peaked at $425K in Q4 2017.
  • 1,407 funds tracked by Wall St. Rank held General Mills as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.