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HC Financial Advisors’s Diageo DEO Stock Holding History

HC Financial 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
2021
Q3 		– Sell
-45
Closed -$9K – 328
2021
Q2 		$9K Sell
45
-34
-43% -$6.32K 0.01% 256
2021
Q1 		$13K Sell
79
-120
-60% -$19.6K 0.01% 227
2020
Q4 		$32K Sell
199
-134
-40% -$20K 0.02% 168
2020
Q3 		$46K Sell
333
-50
-13% -$6.89K 0.03% 130
2020
Q2 		$51K Hold
383
– – 0.04% 108
2020
Q1 		$49K Buy
+383
New +$57.5K 0.04% 108

Other funds holding DEO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
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
AC
AKO Capital London, United Kingdom $4.29B AUM 4.26% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

HC Financial Advisors's DEO Position: Q3 2021 in Review

HC Financial Advisors sold out of Diageo (DEO) in Q3 2021, closing a stake of 45 shares — an estimated $9K sold.

HC Financial Advisors first reported a position in DEO in Q1 2020 and held it in 6 quarters. The position peaked at $51K in Q2 2020. 938 funds tracked by Wall St. Rank hold DEO as of Q3 2021.

  • HC Financial Advisors reported no remaining Diageo position as of Q3 2021 after selling out during the quarter.
  • HC Financial Advisors sold 45 Diageo shares in Q3 2021, an estimated $9K.
  • HC Financial Advisors first reported a position in Diageo in Q1 2020 and held it in 6 quarters.
  • HC Financial Advisors's Diageo position peaked at $51K in Q2 2020.
  • 938 funds tracked by Wall St. Rank held Diageo as of Q3 2021.

Based on HC Financial Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.