Fortitude Advisory Group’s Diageo DEO Stock Holding History

Fortitude Advisory Group’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 Q2	–	Sell	-66	Closed	-$13K	–	460
2022 Q1	$13K	Buy	66 +4	+6%	+$801	0.01%	943
2021 Q4	$14K	Buy	+62	New	+$12.7K	0.01%	937

Other funds holding DEO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

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

Fortitude Advisory Group's DEO Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Diageo (DEO) in Q2 2022, closing a stake of 66 shares — an estimated $13K sold.

Fortitude Advisory Group first reported a position in DEO in Q4 2021 and held it in 2 quarters. The position peaked at $14K in Q4 2021. 999 funds tracked by Wall St. Rank hold DEO as of Q2 2022.

Fortitude Advisory Group reported no remaining Diageo position as of Q2 2022 after selling out during the quarter.
Fortitude Advisory Group sold 66 Diageo shares in Q2 2022, an estimated $13K.
Fortitude Advisory Group first reported a position in Diageo in Q4 2021 and held it in 2 quarters.
Fortitude Advisory Group's Diageo position peaked at $14K in Q4 2021.
999 funds tracked by Wall St. Rank held Diageo as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.