BKM Wealth Management’s Diageo DEO Stock Holding History

BKM 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
2024 Q1	–	Sell	-114	Closed	-$16.6K	–	269
2023 Q4	$16.6K	Buy	+114	New	+$16.8K	0.01%	406

Other funds holding DEO

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

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

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

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

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

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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BKM Wealth Management's DEO Position: Q1 2024 in Review

BKM Wealth Management sold out of Diageo (DEO) in Q1 2024, closing a stake of 114 shares — an estimated $16.6K sold.

BKM Wealth Management first reported a position in DEO in Q4 2023 and held it in 1 quarter. The position peaked at $16.6K in Q4 2023. 1,016 funds tracked by Wall St. Rank hold DEO as of Q1 2024.

BKM Wealth Management reported no remaining Diageo position as of Q1 2024 after selling out during the quarter.
BKM Wealth Management sold 114 Diageo shares in Q1 2024, an estimated $16.6K.
BKM Wealth Management first reported a position in Diageo in Q4 2023 and held it in 1 quarter.
BKM Wealth Management's Diageo position peaked at $16.6K in Q4 2023.
1,016 funds tracked by Wall St. Rank held Diageo as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.