Artemis Wealth Advisors’s Diageo DEO Stock Holding History

Artemis 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 Q3	–	Sell	-705	Closed	-$123K	–	110
2022 Q2	$123K	Hold	705	–	–	0.03%	48
2022 Q1	$143K	Hold	705	–	–	0.02%	20
2021 Q4	$155K	Hold	705	–	–	0.02%	29
2021 Q3	$136K	Hold	705	–	–	0.02%	33
2021 Q2	$135K	Hold	705	–	–	0.02%	30
2021 Q1	$116K	Hold	705	–	–	0.02%	31
2020 Q4	$112K	Hold	705	–	–	0.02%	29
2020 Q3	$97K	Hold	705	–	–	0.02%	28
2020 Q2	$94.7K	Hold	705	–	–	0.03%	16
2020 Q1	$89.6K	Hold	705	–	–	0.04%	14
2019 Q4	$119K	Buy	+705	New	+$115K	0.04%	17

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

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

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

BBHC

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

Artemis Wealth Advisors's DEO Position: Q3 2022 in Review

Artemis Wealth Advisors sold out of Diageo (DEO) in Q3 2022, closing a stake of 705 shares — an estimated $123K sold.

Artemis Wealth Advisors first reported a position in DEO in Q4 2019 and held it in 11 quarters. The position peaked at $155K in Q4 2021. 967 funds tracked by Wall St. Rank hold DEO as of Q3 2022.

Artemis Wealth Advisors reported no remaining Diageo position as of Q3 2022 after selling out during the quarter.
Artemis Wealth Advisors sold 705 Diageo shares in Q3 2022, an estimated $123K.
Artemis Wealth Advisors first reported a position in Diageo in Q4 2019 and held it in 11 quarters.
Artemis Wealth Advisors's Diageo position peaked at $155K in Q4 2021.
967 funds tracked by Wall St. Rank held Diageo as of Q3 2022.

Based on Artemis Wealth Advisors's 13F filing for Q3 2022, filed 24 Oct 2022.