Clearview Wealth Advisors’s Diageo DEO Stock Holding History

Clearview 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 Q3	–	Sell	-111	Closed	-$19.3K	–	231
2023 Q2	$19.3K	Hold	111	–	–	0.02%	282
2023 Q1	$20.1K	Hold	111	–	–	0.02%	277
2022 Q4	$19.8K	Hold	111	–	–	0.02%	249
2022 Q3	$19K	Hold	111	–	–	0.02%	259
2022 Q2	$19K	Hold	111	–	–	0.01%	281
2022 Q1	$23K	Hold	111	–	–	0.02%	280
2021 Q4	$24K	Hold	111	–	–	0.01%	308
2021 Q3	$21K	Hold	111	–	–	0.01%	327
2021 Q2	$21K	Hold	111	–	–	0.01%	333
2021 Q1	$18K	Hold	111	–	–	0.01%	342
2020 Q4	$18K	Buy	+111	New	+$16.6K	0.01%	312

Other funds holding DEO

Bank of America

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

Fidelity Investments

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

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return