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FourThought Financial Partners’s Diageo DEO Stock Holding History

FourThought Financial Partners’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
2023
Q2 		– Sell
-1,173
Closed -$213K – 334
2023
Q1 		$213K Buy
+1,173
New +$207K 0.03% 300

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ClearBridge Investments
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Wells Fargo
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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
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

FourThought Financial Partners's DEO Position: Q2 2023 in Review

FourThought Financial Partners sold out of Diageo (DEO) in Q2 2023, closing a stake of 1,173 shares — an estimated $213K sold.

FourThought Financial Partners first reported a position in DEO in Q1 2023 and held it in 1 quarter. The position peaked at $213K in Q1 2023. 1,000 funds tracked by Wall St. Rank hold DEO as of Q2 2023.

  • FourThought Financial Partners reported no remaining Diageo position as of Q2 2023 after selling out during the quarter.
  • FourThought Financial Partners sold 1,173 Diageo shares in Q2 2023, an estimated $213K.
  • FourThought Financial Partners first reported a position in Diageo in Q1 2023 and held it in 1 quarter.
  • FourThought Financial Partners's Diageo position peaked at $213K in Q1 2023.
  • 1,000 funds tracked by Wall St. Rank held Diageo as of Q2 2023.

Based on FourThought Financial Partners's 13F filing for Q2 2023, filed 11 Aug 2023.