FSM Wealth Advisors’s Diageo DEO Stock Holding History

FSM 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
2022 Q3	–	Sell	-1,109	Closed	-$209K	–	131
2022 Q2	$209K	Buy	+1,109	New	+$211K	0.21%	108

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

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

FSM Wealth Advisors's DEO Position: Q3 2022 in Review

FSM Wealth Advisors sold out of Diageo (DEO) in Q3 2022, closing a stake of 1,109 shares — an estimated $209K sold.

FSM Wealth Advisors first reported a position in DEO in Q2 2022 and held it in 1 quarter. The position peaked at $209K in Q2 2022. 967 funds tracked by Wall St. Rank hold DEO as of Q3 2022.

FSM Wealth Advisors reported no remaining Diageo position as of Q3 2022 after selling out during the quarter.
FSM Wealth Advisors sold 1,109 Diageo shares in Q3 2022, an estimated $209K.
FSM Wealth Advisors first reported a position in Diageo in Q2 2022 and held it in 1 quarter.
FSM Wealth Advisors's Diageo position peaked at $209K in Q2 2022.
967 funds tracked by Wall St. Rank held Diageo as of Q3 2022.

Based on FSM Wealth Advisors's 13F filing for Q3 2022, filed 24 Oct 2022.