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Atria Wealth Solutions’s Diageo DEO Stock Holding History

Atria Wealth Solutions’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
Q2 		$473K Sell
4,685
-8,606
-65% -$934K 0.01% 941
2025
Q1 		$1.41M Sell
13,291
-7,200
-35% -$814K 0.02% 757
2024
Q4 		$2.6M Buy
20,491
+7,397
+56% +$941K 0.03% 549
2024
Q3 		$1.86M Sell
13,094
-29
-0.2% -$3.77K 0.02% 669
2024
Q2 		$1.65M Buy
13,123
+986
+8% +$136K 0.02% 694
2024
Q1 		$1.82M Buy
12,137
+2,467
+26% +$361K 0.02% 675
2023
Q4 		$1.41M Buy
9,670
+155
+2% +$22.9K 0.02% 736
2023
Q3 		$1.43M Buy
9,515
+2,060
+28% +$345K 0.02% 678
2023
Q2 		$1.29M Buy
7,455
+320
+4% +$57.1K 0.02% 735
2023
Q1 		$1.3M Buy
7,135
+2,610
+58% +$461K 0.02% 702
2022
Q4 		$806K Sell
4,525
-217
-5% -$38.1K 0.01% 858
2022
Q3 		$807K Sell
4,742
-1,030
-18% -$185K 0.01% 799
2022
Q2 		$1.01M Buy
5,772
+998
+21% +$190K 0.02% 692
2022
Q1 		$977K Buy
+4,774
New +$957K 0.02% 746

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return