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Evolution Wealth Advisors’s Diageo DEO Stock Holding History

Evolution 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
2020
Q4 		– Sell
-60
Closed -$8K – 591
2020
Q3 		$8K Buy
+60
New +$8.27K ﹤0.01% 379
2020
Q2 		– Sell
-45
Closed -$6K – 541
2020
Q1 		$6K Sell
45
-60
-57% -$9K ﹤0.01% 237
2019
Q4 		$18K Buy
105
+50
+91% +$8.13K ﹤0.01% 233
2019
Q3 		$9K Buy
+55
New +$9.2K ﹤0.01% 188

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Evolution Wealth Advisors's DEO Position: Q4 2020 in Review

Evolution Wealth Advisors sold out of Diageo (DEO) in Q4 2020, closing a stake of 60 shares — an estimated $8K sold.

Evolution Wealth Advisors first reported a position in DEO in Q3 2019 and held it in 4 quarters. The position peaked at $18K in Q4 2019. 924 funds tracked by Wall St. Rank hold DEO as of Q4 2020.

  • Evolution Wealth Advisors reported no remaining Diageo position as of Q4 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 60 Diageo shares in Q4 2020, an estimated $8K.
  • Evolution Wealth Advisors first reported a position in Diageo in Q3 2019 and held it in 4 quarters.
  • Evolution Wealth Advisors's Diageo position peaked at $18K in Q4 2019.
  • 924 funds tracked by Wall St. Rank held Diageo as of Q4 2020.

Based on Evolution Wealth Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.