GJWM
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Gilliland Jeter Wealth Management’s Diageo DEO Stock Holding History

Gilliland Jeter Wealth 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
2024
Q4 		– Sell
-30
Closed -$4.21K – 281
2024
Q3 		$4.21K Buy
+30
New +$3.9K ﹤0.01% 546

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
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Gilliland Jeter Wealth Management's DEO Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Diageo (DEO) in Q4 2024, closing a stake of 30 shares — an estimated $4.21K sold.

Gilliland Jeter Wealth Management first reported a position in DEO in Q3 2024 and held it in 1 quarter. The position peaked at $4.21K in Q3 2024. 970 funds tracked by Wall St. Rank hold DEO as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Diageo position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 30 Diageo shares in Q4 2024, an estimated $4.21K.
  • Gilliland Jeter Wealth Management first reported a position in Diageo in Q3 2024 and held it in 1 quarter.
  • Gilliland Jeter Wealth Management's Diageo position peaked at $4.21K in Q3 2024.
  • 970 funds tracked by Wall St. Rank held Diageo as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.