Delos Wealth Advisors’s Diageo DEO Stock Holding History

Delos 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
2022 Q1	–	Sell	-64	Closed	-$14K	–	303
2021 Q4	$14K	Buy	+64	New	+$13.1K	0.01%	170

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

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

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

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

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

LCOV

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

AKO Capital London, United Kingdom $4.29B AUM 4.26% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Delos Wealth Advisors's DEO Position: Q1 2022 in Review

Delos Wealth Advisors sold out of Diageo (DEO) in Q1 2022, closing a stake of 64 shares — an estimated $14K sold.

Delos Wealth Advisors first reported a position in DEO in Q4 2021 and held it in 1 quarter. The position peaked at $14K in Q4 2021. 1,026 funds tracked by Wall St. Rank hold DEO as of Q1 2022.

Delos Wealth Advisors reported no remaining Diageo position as of Q1 2022 after selling out during the quarter.
Delos Wealth Advisors sold 64 Diageo shares in Q1 2022, an estimated $14K.
Delos Wealth Advisors first reported a position in Diageo in Q4 2021 and held it in 1 quarter.
Delos Wealth Advisors's Diageo position peaked at $14K in Q4 2021.
1,026 funds tracked by Wall St. Rank held Diageo as of Q1 2022.

Based on Delos Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.