Founders Financial Alliance’s Diageo DEO Stock Holding History

Founders Financial Alliance’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
2024 Q2	–	Sell	-1,539	Closed	-$229K	–	565
2024 Q1	$229K	Sell	1,539 -590	-28%	-$86.3K	0.07%	247
2023 Q4	$310K	Sell	2,129 -274	-11%	-$40.5K	0.12%	178
2023 Q3	$358K	Sell	2,403 -460	-16%	-$77K	0.16%	142
2023 Q2	$497K	Sell	2,863 -87	-3%	-$15.5K	0.2%	108
2023 Q1	$536K	Buy	2,950 +1	+0%	+$176	0.27%	90
2022 Q4	$525K	Buy	2,949 +170	+6%	+$29.8K	0.24%	100
2022 Q3	$472K	Buy	2,779 +206	+8%	+$36.9K	0.24%	98
2022 Q2	$448K	Hold	2,573	–	–	0.23%	100
2022 Q1	$523K	Sell	2,573 -11	-0.4%	-$2.2K	0.23%	99
2021 Q4	$569K	Sell	2,584 -43	-2%	-$8.82K	0.23%	100
2021 Q3	$507K	Buy	2,627 +18	+0.7%	+$3.49K	0.24%	101
2021 Q2	$502K	Hold	2,609	–	–	0.23%	104
2021 Q1	$484K	Sell	2,609 -191	-7%	-$31.2K	0.24%	94
2020 Q4	$445K	Buy	2,800 +732	+35%	+$109K	0.25%	96
2020 Q3	$287K	Buy	+2,068	New	+$285K	0.17%	116

Other funds holding DEO

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return