Guardian Wealth Advisors (North Carolina)’s Diageo DEO Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	-2,009	Closed	-$299K	–	443
2024 Q1	$299K	Buy	2,009 +513	+34%	+$75.1K	0.04%	211
2023 Q4	$218K	Buy	1,496 +87	+6%	+$12.8K	0.03%	233
2023 Q3	$214K	Hold	1,409	–	–	0.04%	229
2023 Q2	$244K	Hold	1,409	–	–	0.04%	198
2023 Q1	$258K	Sell	1,409 -59	-4%	-$10.4K	0.05%	179
2022 Q4	$262K	Hold	1,468	–	–	0.05%	164
2022 Q3	$252K	Sell	1,468 -18	-1%	-$3.23K	0.05%	159
2022 Q2	$259K	Buy	+1,486	New	+$283K	0.05%	159

Other funds holding DEO

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 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

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

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s DEO Position: Q2 2024 in Review

Guardian Wealth Advisors (North Carolina) sold out of Diageo (DEO) in Q2 2024, closing a stake of 2,009 shares — an estimated $299K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in DEO in Q2 2022 and held it in 8 quarters. The position peaked at $299K in Q1 2024. 952 funds tracked by Wall St. Rank hold DEO as of Q2 2024.

Guardian Wealth Advisors (North Carolina) reported no remaining Diageo position as of Q2 2024 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 2,009 Diageo shares in Q2 2024, an estimated $299K.
Guardian Wealth Advisors (North Carolina) first reported a position in Diageo in Q2 2022 and held it in 8 quarters.
Guardian Wealth Advisors (North Carolina)'s Diageo position peaked at $299K in Q1 2024.
952 funds tracked by Wall St. Rank held Diageo as of Q2 2024.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2024, filed 14 Aug 2024.