Grey Fox Wealth Advisors’s Diageo DEO Stock Holding History

Grey Fox 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
2023 Q2	–	Sell	-20	Closed	-$3.65K	–	201
2023 Q1	$3.65K	Buy	+20	New	+$3.53K	﹤0.01%	373

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

ClearBridge Investments New York $121B AUM 27.52% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Grey Fox Wealth Advisors's DEO Position: Q2 2023 in Review

Grey Fox Wealth Advisors sold out of Diageo (DEO) in Q2 2023, closing a stake of 20 shares — an estimated $3.65K sold.

Grey Fox Wealth Advisors first reported a position in DEO in Q1 2023 and held it in 1 quarter. The position peaked at $3.65K in Q1 2023. 1,000 funds tracked by Wall St. Rank hold DEO as of Q2 2023.

Grey Fox Wealth Advisors reported no remaining Diageo position as of Q2 2023 after selling out during the quarter.
Grey Fox Wealth Advisors sold 20 Diageo shares in Q2 2023, an estimated $3.65K.
Grey Fox Wealth Advisors first reported a position in Diageo in Q1 2023 and held it in 1 quarter.
Grey Fox Wealth Advisors's Diageo position peaked at $3.65K in Q1 2023.
1,000 funds tracked by Wall St. Rank held Diageo as of Q2 2023.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.