BDO Wealth Advisors’s Diageo DEO Stock Holding History

BDO 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
2023 Q2	$43K	Buy	248 +124	+100%	+$22.1K	﹤0.01%	461
2023 Q1	$22.5K	Hold	124	–	–	﹤0.01%	569
2022 Q4	$22.1K	Hold	124	–	–	﹤0.01%	559
2022 Q3	$21K	Hold	124	–	–	﹤0.01%	564
2022 Q2	$22K	Hold	124	–	–	﹤0.01%	542
2022 Q1	$25K	Hold	124	–	–	﹤0.01%	559
2021 Q4	$27K	Buy	124 +9	+8%	+$1.84K	﹤0.01%	565
2021 Q3	$22K	Buy	115 +25	+28%	+$4.84K	﹤0.01%	589
2021 Q2	$17K	Hold	90	–	–	﹤0.01%	660
2021 Q1	$15K	Buy	+90	New	+$14.7K	﹤0.01%	660

Other funds holding DEO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BDO Wealth Advisors's DEO Position: Q2 2023 in Review

BDO Wealth Advisors increased its Diageo (DEO) stake by 100% in Q2 2023, buying an estimated $22.1K and bringing the position to 248 shares worth $43K. The position accounts for ﹤0.01% of the portfolio, ranked #461.

BDO Wealth Advisors first reported a position in DEO in Q1 2021 and has held it in 10 quarters since. 1,000 funds tracked by Wall St. Rank hold DEO as of Q2 2023.

BDO Wealth Advisors held 248 shares of Diageo worth $43K as of Q2 2023.
BDO Wealth Advisors bought 124 Diageo shares in Q2 2023, an estimated $22.1K.
Diageo made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #461 holding.
BDO Wealth Advisors first reported a position in Diageo in Q1 2021 and has held it in 10 quarters since.
1,000 funds tracked by Wall St. Rank held Diageo as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.