GWSA
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Global Wealth Strategies & Associates’s Diageo DEO Stock Holding History

Global Wealth Strategies & Associates’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
-39
Closed -$5.84K – 345
2024
Q1 		$5.84K Hold
39
– – ﹤0.01% 211
2023
Q4 		$5.72K Sell
39
-17
-30% -$2.51K ﹤0.01% 196
2023
Q3 		$8.35K Hold
56
– – ﹤0.01% 176
2023
Q2 		$9.71K Hold
56
– – ﹤0.01% 165
2023
Q1 		$10.1K Buy
56
+17
+44% +$3K 0.01% 156
2022
Q4 		$6.95K Buy
+39
New +$6.84K ﹤0.01% 189

Other funds holding DEO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return