Investors Asset Management of Georgia’s Diageo DEO Stock Holding History

Investors Asset Management of Georgia’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	–	Sell	-100	Closed	-$17K	–	268
2022 Q3	$17K	Hold	100	–	–	0.01%	412
2022 Q2	$17K	Buy	+100	New	+$19K	0.01%	353

Other funds holding DEO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $3.05B AUM 42.78% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Investors Asset Management of Georgia's DEO Position: Q4 2022 in Review

Investors Asset Management of Georgia sold out of Diageo (DEO) in Q4 2022, closing a stake of 100 shares — an estimated $17K sold.

Investors Asset Management of Georgia first reported a position in DEO in Q2 2022 and held it in 2 quarters. The position peaked at $17K in Q3 2022. 1,019 funds tracked by Wall St. Rank hold DEO as of Q4 2022.

Investors Asset Management of Georgia reported no remaining Diageo position as of Q4 2022 after selling out during the quarter.
Investors Asset Management of Georgia sold 100 Diageo shares in Q4 2022, an estimated $17K.
Investors Asset Management of Georgia first reported a position in Diageo in Q2 2022 and held it in 2 quarters.
Investors Asset Management of Georgia's Diageo position peaked at $17K in Q3 2022.
1,019 funds tracked by Wall St. Rank held Diageo as of Q4 2022.

Based on Investors Asset Management of Georgia's 13F filing for Q4 2022, filed 2 Feb 2023.