AWM
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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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Accel Wealth Management's DEO Position: Q2 2023 in Review

Accel Wealth Management sold out of Diageo (DEO) in Q2 2023, closing a stake of 100 shares — an estimated $18.1K sold.

Accel Wealth Management first reported a position in DEO in Q4 2020 and held it in 10 quarters. The position peaked at $25K in Q4 2021. 1,000 funds tracked by Wall St. Rank hold DEO as of Q2 2023.

  • Accel Wealth Management reported no remaining Diageo position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 100 Diageo shares in Q2 2023, an estimated $18.1K.
  • Accel Wealth Management first reported a position in Diageo in Q4 2020 and held it in 10 quarters.
  • Accel Wealth Management's Diageo position peaked at $25K in Q4 2021.
  • 1,000 funds tracked by Wall St. Rank held Diageo as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.