AWM
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Aries Wealth Management’s Diageo DEO Stock Holding History

Aries 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
2024
Q2 		– Sell
-1,836
Closed -$273K – 210
2024
Q1 		$273K Sell
1,836
-20
-1% -$2.93K 0.09% 174
2023
Q4 		$270K Sell
1,856
-208
-10% -$30.7K 0.1% 165
2023
Q3 		$317K Buy
2,064
+19
+0.9% +$3.18K 0.12% 146
2023
Q2 		$355K Sell
2,045
-189
-8% -$33.7K 0.14% 136
2023
Q1 		$405K Hold
2,234
– – 0.17% 127
2022
Q4 		$398K Hold
2,234
– – 0.17% 124
2022
Q3 		$373K Hold
2,234
– – 0.17% 120
2022
Q2 		$389K Buy
+2,234
New +$425K 0.18% 114
2022
Q1 		– Sell
-2,099
Closed -$462K – 108
2021
Q4 		$462K Buy
2,099
+50
+2% +$10.3K 0.18% 116
2021
Q3 		$395K Buy
2,049
+155
+8% +$30K 0.17% 123
2021
Q2 		$363K Buy
1,894
+80
+4% +$14.9K 0.16% 125
2021
Q1 		$316K Buy
1,814
+75
+4% +$12.3K 0.14% 129
2020
Q4 		$288K Hold
1,739
– – 0.14% 131
2020
Q3 		$239K Buy
+1,739
New +$240K 0.14% 127

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
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 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
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
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aries Wealth Management's DEO Position: Q2 2024 in Review

Aries Wealth Management sold out of Diageo (DEO) in Q2 2024, closing a stake of 1,836 shares — an estimated $273K sold.

Aries Wealth Management first reported a position in DEO in Q3 2020 and held it in 14 quarters. The position peaked at $462K in Q4 2021. 951 funds tracked by Wall St. Rank hold DEO as of Q2 2024.

  • Aries Wealth Management reported no remaining Diageo position as of Q2 2024 after selling out during the quarter.
  • Aries Wealth Management sold 1,836 Diageo shares in Q2 2024, an estimated $273K.
  • Aries Wealth Management first reported a position in Diageo in Q3 2020 and held it in 14 quarters.
  • Aries Wealth Management's Diageo position peaked at $462K in Q4 2021.
  • 951 funds tracked by Wall St. Rank held Diageo as of Q2 2024.

Based on Aries Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.