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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
2023
Q2 		– Hold
0
– – – 270
2023
Q1 		– Hold
0
– – – 287
2020
Q4 		– Sell
-160
Closed -$22K – 237
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
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