Claraphi Advisory Network’s Diageo DEO Stock Holding History

Claraphi Advisory Network’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
2020 Q2	–	Sell	-156	Closed	-$20K	–	478
2020 Q1	$20K	Buy	+156	New	+$23.4K	0.01%	632

Other funds holding DEO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 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

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

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

Claraphi Advisory Network's DEO Position: Q2 2020 in Review

Claraphi Advisory Network sold out of Diageo (DEO) in Q2 2020, closing a stake of 156 shares — an estimated $20K sold.

Claraphi Advisory Network first reported a position in DEO in Q1 2020 and held it in 1 quarter. The position peaked at $20K in Q1 2020. 845 funds tracked by Wall St. Rank hold DEO as of Q2 2020.

Claraphi Advisory Network reported no remaining Diageo position as of Q2 2020 after selling out during the quarter.
Claraphi Advisory Network sold 156 Diageo shares in Q2 2020, an estimated $20K.
Claraphi Advisory Network first reported a position in Diageo in Q1 2020 and held it in 1 quarter.
Claraphi Advisory Network's Diageo position peaked at $20K in Q1 2020.
845 funds tracked by Wall St. Rank held Diageo as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.