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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 $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Founders Financial Alliance's DEO Position: Q2 2024 in Review

Founders Financial Alliance sold out of Diageo (DEO) in Q2 2024, closing a stake of 1,539 shares — an estimated $229K sold.

Founders Financial Alliance first reported a position in DEO in Q3 2020 and held it in 15 quarters. The position peaked at $569K in Q4 2021. 951 funds tracked by Wall St. Rank hold DEO as of Q2 2024.

  • Founders Financial Alliance reported no remaining Diageo position as of Q2 2024 after selling out during the quarter.
  • Founders Financial Alliance sold 1,539 Diageo shares in Q2 2024, an estimated $229K.
  • Founders Financial Alliance first reported a position in Diageo in Q3 2020 and held it in 15 quarters.
  • Founders Financial Alliance's Diageo position peaked at $569K in Q4 2021.
  • 951 funds tracked by Wall St. Rank held Diageo as of Q2 2024.

Based on Founders Financial Alliance's 13F filing for Q2 2024, filed 26 Aug 2024.