Acima Private Wealth’s Diageo DEO Stock Holding History

Acima Private Wealth’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
2020 Q4	–	Sell	-160	Closed	-$22K	–	236
2020 Q3	$22K	Sell	160 -105	-40%	-$14.5K	0.01%	175
2020 Q2	$36K	Hold	265	–	–	0.02%	169
2020 Q1	$34K	Hold	265	–	–	0.03%	171
2019 Q4	$45K	Hold	265	–	–	0.03%	192
2019 Q3	$43K	Hold	265	–	–	0.03%	194
2019 Q2	$46K	Hold	265	–	–	0.04%	182
2019 Q1	$43K	Buy	265 +60	+29%	+$9.15K	0.04%	181
2018 Q4	$29K	Buy	+205	New	+$28.8K	0.03%	181

Other funds holding DEO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Acima Private Wealth's DEO Position: Q4 2020 in Review

Acima Private Wealth sold out of Diageo (DEO) in Q4 2020, closing a stake of 160 shares — an estimated $22K sold.

Acima Private Wealth first reported a position in DEO in Q4 2018 and held it in 8 quarters. The position peaked at $46K in Q2 2019. 924 funds tracked by Wall St. Rank hold DEO as of Q4 2020.

Acima Private Wealth reported no remaining Diageo position as of Q4 2020 after selling out during the quarter.
Acima Private Wealth sold 160 Diageo shares in Q4 2020, an estimated $22K.
Acima Private Wealth first reported a position in Diageo in Q4 2018 and held it in 8 quarters.
Acima Private Wealth's Diageo position peaked at $46K in Q2 2019.
924 funds tracked by Wall St. Rank held Diageo as of Q4 2020.

Based on Acima Private Wealth's 13F filing for Q4 2020, filed 14 May 2021.