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Clarus Wealth Advisors’s Diageo DEO Stock Holding History

Clarus 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
2019
Q3 		– Sell
-25
Closed -$4K – 230
2019
Q2 		$4K Hold
25
– – ﹤0.01% 503
2019
Q1 		$4K Sell
25
-32
-56% -$4.88K ﹤0.01% 592
2018
Q4 		$8K Buy
57
+32
+128% +$4.5K 0.01% 536
2018
Q3 		$4K Sell
25
-8
-24% -$1.15K ﹤0.01% 627
2018
Q2 		$4K Buy
+33
New +$4.73K ﹤0.01% 642

Other funds holding DEO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Clarus Wealth Advisors's DEO Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Diageo (DEO) in Q3 2019, closing a stake of 25 shares — an estimated $4K sold.

Clarus Wealth Advisors first reported a position in DEO in Q2 2018 and held it in 5 quarters. The position peaked at $8K in Q4 2018. 850 funds tracked by Wall St. Rank hold DEO as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining Diageo position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 25 Diageo shares in Q3 2019, an estimated $4K.
  • Clarus Wealth Advisors first reported a position in Diageo in Q2 2018 and held it in 5 quarters.
  • Clarus Wealth Advisors's Diageo position peaked at $8K in Q4 2018.
  • 850 funds tracked by Wall St. Rank held Diageo as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.