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 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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LCOV

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

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

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

Clearview Wealth Advisors's DEO Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Diageo (DEO) in Q3 2023, closing a stake of 111 shares — an estimated $19.3K sold.

Clearview Wealth Advisors first reported a position in DEO in Q4 2020 and held it in 11 quarters. The position peaked at $24K in Q4 2021. 956 funds tracked by Wall St. Rank hold DEO as of Q3 2023.

Clearview Wealth Advisors reported no remaining Diageo position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 111 Diageo shares in Q3 2023, an estimated $19.3K.
Clearview Wealth Advisors first reported a position in Diageo in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's Diageo position peaked at $24K in Q4 2021.
956 funds tracked by Wall St. Rank held Diageo as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.