Amplius Wealth Advisors’s Diageo DEO Stock Holding History

Amplius Wealth Advisors’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
2022 Q4	–	Sell	-1,719	Closed	-$292K	–	169
2022 Q3	$292K	Sell	1,719 -969	-36%	-$174K	0.05%	119
2022 Q2	$468K	Sell	2,688 -128	-5%	-$24.3K	0.08%	91
2022 Q1	$572K	Sell	2,816 -181	-6%	-$36.3K	0.09%	93
2021 Q4	$659K	Buy	+2,997	New	+$615K	0.09%	89

Other funds holding DEO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

LCOV

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

BBHC

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

Amplius Wealth Advisors's DEO Position: Q4 2022 in Review

Amplius Wealth Advisors sold out of Diageo (DEO) in Q4 2022, closing a stake of 1,719 shares — an estimated $292K sold.

Amplius Wealth Advisors first reported a position in DEO in Q4 2021 and held it in 4 quarters. The position peaked at $659K in Q4 2021. 1,017 funds tracked by Wall St. Rank hold DEO as of Q4 2022.

Amplius Wealth Advisors reported no remaining Diageo position as of Q4 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 1,719 Diageo shares in Q4 2022, an estimated $292K.
Amplius Wealth Advisors first reported a position in Diageo in Q4 2021 and held it in 4 quarters.
Amplius Wealth Advisors's Diageo position peaked at $659K in Q4 2021.
1,017 funds tracked by Wall St. Rank held Diageo as of Q4 2022.

Based on Amplius Wealth Advisors's 13F filing for Q4 2022, filed 19 Jan 2023.