GWANC
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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
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