Brown Financial Advisors’s Diageo DEO Stock Holding History

Brown Financial 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
2024 Q3	–	Sell	-9	Closed	-$1.14K	–	151
2024 Q2	$1.14K	Buy	+9	New	+$1.24K	﹤0.01%	218

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

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

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

Brown Financial Advisors's DEO Position: Q3 2024 in Review

Brown Financial Advisors sold out of Diageo (DEO) in Q3 2024, closing a stake of 9 shares — an estimated $1.14K sold.

Brown Financial Advisors first reported a position in DEO in Q2 2024 and held it in 1 quarter. The position peaked at $1.14K in Q2 2024. 965 funds tracked by Wall St. Rank hold DEO as of Q3 2024.

Brown Financial Advisors reported no remaining Diageo position as of Q3 2024 after selling out during the quarter.
Brown Financial Advisors sold 9 Diageo shares in Q3 2024, an estimated $1.14K.
Brown Financial Advisors first reported a position in Diageo in Q2 2024 and held it in 1 quarter.
Brown Financial Advisors's Diageo position peaked at $1.14K in Q2 2024.
965 funds tracked by Wall St. Rank held Diageo as of Q3 2024.

Based on Brown Financial Advisors's 13F filing for Q3 2024, filed 18 Nov 2024.