Atlas Private Wealth Advisors’s Diageo DEO Stock Holding History

Atlas Private 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
2021 Q4	–	Sell	-15	Closed	-$3K	–	287
2021 Q3	$3K	Hold	15	–	–	﹤0.01%	623
2021 Q2	$3K	Hold	15	–	–	﹤0.01%	626
2021 Q1	$2K	Hold	15	–	–	﹤0.01%	733
2020 Q4	$2K	Hold	15	–	–	﹤0.01%	630
2020 Q3	$2K	Hold	15	–	–	﹤0.01%	568
2020 Q2	$2K	Buy	+15	New	+$2.06K	﹤0.01%	587

Other funds holding DEO

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AKO Capital London, United Kingdom $4.29B AUM 4.26% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 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

Atlas Private Wealth Advisors's DEO Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Diageo (DEO) in Q4 2021, closing a stake of 15 shares — an estimated $3K sold.

Atlas Private Wealth Advisors first reported a position in DEO in Q2 2020 and held it in 6 quarters. The position peaked at $3K in Q3 2021. 1,053 funds tracked by Wall St. Rank hold DEO as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Diageo position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 15 Diageo shares in Q4 2021, an estimated $3K.
Atlas Private Wealth Advisors first reported a position in Diageo in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Diageo position peaked at $3K in Q3 2021.
1,053 funds tracked by Wall St. Rank held Diageo as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.