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Dixon Hughes Goodman Wealth Advisors’s Diageo DEO Stock Holding History

Dixon Hughes Goodman 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 		$27K Buy
133
+108
+432% +$21.6K 0.01% 395
2021
Q4 		$6K Buy
+25
New +$5.13K ﹤0.01% 520

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
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
AC
AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's DEO Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors increased its Diageo (DEO) stake by 432% in Q1 2022, buying an estimated $21.6K and bringing the position to 133 shares worth $27K. The position accounts for 0.01% of the portfolio, ranked #395.

Dixon Hughes Goodman Wealth Advisors first reported a position in DEO in Q4 2021 and has held it in 2 quarters since. 1,027 funds tracked by Wall St. Rank hold DEO as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 133 shares of Diageo worth $27K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors bought 108 Diageo shares in Q1 2022, an estimated $21.6K.
  • Diageo made up 0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #395 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Diageo in Q4 2021 and has held it in 2 quarters since.
  • 1,027 funds tracked by Wall St. Rank held Diageo as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.