GKWIM
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Gerber Kawasaki Wealth & Investment Management’s Diageo DEO Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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
2021
Q4 		– Sell
-290
Closed -$55K – 482
2021
Q3 		$55K Buy
+290
New +$56.2K 0.01% 311

Other funds holding DEO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AC
AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's DEO Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Diageo (DEO) in Q4 2021, closing a stake of 290 shares — an estimated $55K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in DEO in Q3 2021 and held it in 1 quarter. The position peaked at $55K in Q3 2021. 1,055 funds tracked by Wall St. Rank hold DEO as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Diageo position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 290 Diageo shares in Q4 2021, an estimated $55K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Diageo in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Diageo position peaked at $55K in Q3 2021.
  • 1,055 funds tracked by Wall St. Rank held Diageo as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.