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Argonautica Private Wealth Management’s Diageo DEO Stock Holding History

Argonautica Private 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
2025
Q1 		– Sell
-1,809
Closed -$230K – 187
2024
Q4 		$230K Buy
1,809
+13
+0.7% +$1.65K 0.07% 186
2024
Q3 		$252K Buy
1,796
+10
+0.6% +$1.3K 0.08% 187
2024
Q2 		$225K Buy
1,786
+177
+11% +$24.4K 0.08% 191
2024
Q1 		$239K Sell
1,609
-163
-9% -$23.9K 0.09% 184
2023
Q4 		$258K Buy
1,772
+38
+2% +$5.61K 0.11% 172
2023
Q3 		$259K Buy
1,734
+10
+0.6% +$1.67K 0.12% 164
2023
Q2 		$299K Buy
1,724
+482
+39% +$86K 0.13% 145
2023
Q1 		$225K Sell
1,242
-209
-14% -$36.9K 0.11% 148
2022
Q4 		$259K Buy
+1,451
New +$255K 0.13% 128

Other funds holding DEO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Argonautica Private Wealth Management's DEO Position: Q1 2025 in Review

Argonautica Private Wealth Management sold out of Diageo (DEO) in Q1 2025, closing a stake of 1,809 shares — an estimated $230K sold.

Argonautica Private Wealth Management first reported a position in DEO in Q4 2022 and held it in 9 quarters. The position peaked at $299K in Q2 2023. 890 funds tracked by Wall St. Rank hold DEO as of Q1 2025.

  • Argonautica Private Wealth Management reported no remaining Diageo position as of Q1 2025 after selling out during the quarter.
  • Argonautica Private Wealth Management sold 1,809 Diageo shares in Q1 2025, an estimated $230K.
  • Argonautica Private Wealth Management first reported a position in Diageo in Q4 2022 and held it in 9 quarters.
  • Argonautica Private Wealth Management's Diageo position peaked at $299K in Q2 2023.
  • 890 funds tracked by Wall St. Rank held Diageo as of Q1 2025.

Based on Argonautica Private Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.