BRWM
DEO icon

B. Riley Wealth Management’s Diageo DEO Stock Holding History

B. Riley 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
2022
Q2 		$201 Buy
+1,153
New +$219K ﹤0.01% 665
2014
Q4 		– Sell
-101
Closed -$11K – 1020
2014
Q3 		$11K Hold
101
– – 0.01% 741
2014
Q2 		$12K Sell
101
-199
-66% -$25.1K 0.01% 777
2014
Q1 		$37K Buy
+300
New +$37.4K 0.03% 502

Other funds holding DEO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AC
AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return

B. Riley Wealth Management's DEO Position: Q2 2022 in Review

B. Riley Wealth Management opened a new position in Diageo (DEO) in Q2 2022: 1,153 shares worth $201. The stake represents ﹤0.01% of the portfolio and ranks #665 among its holdings. This is a return to the name: B. Riley Wealth Management previously reported a position in DEO as recently as Q3 2014.

B. Riley Wealth Management first reported a position in DEO in Q1 2014 and has held it in 4 quarters since. The position peaked at $37K in Q1 2014. 999 funds tracked by Wall St. Rank hold DEO as of Q2 2022.

  • B. Riley Wealth Management held 1,153 shares of Diageo worth $201 as of Q2 2022.
  • Diageo was a new B. Riley Wealth Management position in Q2 2022.
  • Diageo made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #665 holding.
  • B. Riley Wealth Management first reported a position in Diageo in Q1 2014 and has held it in 4 quarters since.
  • B. Riley Wealth Management's Diageo position peaked at $37K in Q1 2014.
  • 999 funds tracked by Wall St. Rank held Diageo as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.