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Heritage Wealth Management (Arizona)’s Diageo DEO Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$9.62K Buy
+54
New +$9.47K ﹤0.01% 780
2021
Q3 		$0 Buy
+1
New +$194 ﹤0.01% 897

Other funds holding DEO

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s DEO Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) opened a new position in Diageo (DEO) in Q4 2022: 54 shares worth $9.62K. The stake represents ﹤0.01% of the portfolio and ranks #780 among its holdings. This is a return to the name: Heritage Wealth Management (Arizona) previously reported a position in DEO as recently as Q3 2021.

Heritage Wealth Management (Arizona) first reported a position in DEO in Q3 2021 and has held it in 2 quarters since. 1,018 funds tracked by Wall St. Rank hold DEO as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 54 shares of Diageo worth $9.62K as of Q4 2022.
  • Diageo was a new Heritage Wealth Management (Arizona) position in Q4 2022.
  • Diageo made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #780 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Diageo in Q3 2021 and has held it in 2 quarters since.
  • 1,018 funds tracked by Wall St. Rank held Diageo as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.