AWM
DEO icon

Accel Wealth Management’s Diageo DEO Stock Holding History

Accel Wealth Management’s Portfolio DEO Stock Details DEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-100
Closed -$18.1K – 330
2023
Q1 		$18.1K Hold
100
– – 0.01% 745
2022
Q4 		$17.8K Hold
100
– – 0.01% 583
2022
Q3 		$18K Hold
100
– – 0.01% 585
2022
Q2 		$17K Hold
100
– – 0.01% 591
2022
Q1 		$21K Sell
100
-15
-13% -$3K 0.01% 546
2021
Q4 		$25K Buy
115
+15
+15% +$3.08K 0.01% 520
2021
Q3 		$19K Sell
100
-15
-13% -$2.91K 0.01% 510
2021
Q2 		$22K Buy
115
+1
+0.9% +$186 0.01% 518
2021
Q1 		$19K Hold
114
– – 0.02% 523
2020
Q4 		$18K Buy
+114
New +$17K 0.02% 514

Other funds holding DEO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return