ACGA
DEO icon

Atlanta Consulting Group Advisors’s Diageo DEO Stock Holding History

Atlanta Consulting Group 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
2024
Q4 		– Sell
-4,614
Closed -$648K – 151
2024
Q3 		$648K Buy
+4,614
New +$600K 0.16% 112

Other funds holding DEO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return

Atlanta Consulting Group Advisors's DEO Position: Q4 2024 in Review

Atlanta Consulting Group Advisors sold out of Diageo (DEO) in Q4 2024, closing a stake of 4,614 shares — an estimated $648K sold.

Atlanta Consulting Group Advisors first reported a position in DEO in Q3 2024 and held it in 1 quarter. The position peaked at $648K in Q3 2024. 968 funds tracked by Wall St. Rank hold DEO as of Q4 2024.

  • Atlanta Consulting Group Advisors reported no remaining Diageo position as of Q4 2024 after selling out during the quarter.
  • Atlanta Consulting Group Advisors sold 4,614 Diageo shares in Q4 2024, an estimated $648K.
  • Atlanta Consulting Group Advisors first reported a position in Diageo in Q3 2024 and held it in 1 quarter.
  • Atlanta Consulting Group Advisors's Diageo position peaked at $648K in Q3 2024.
  • 968 funds tracked by Wall St. Rank held Diageo as of Q4 2024.

Based on Atlanta Consulting Group Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.