IF
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Ironwood Financial’s Diageo DEO Stock Holding History

Ironwood Financial’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
Q4 		– Sell
-66
Closed -$13K – 213
2021
Q3 		$13K Hold
66
– – ﹤0.01% 335
2021
Q2 		$13K Buy
66
+26
+65% +$4.84K ﹤0.01% 332
2021
Q1 		$7K Hold
40
– – ﹤0.01% 378
2020
Q4 		$6K Hold
40
– – ﹤0.01% 364
2020
Q3 		$6K Hold
40
– – ﹤0.01% 303
2020
Q2 		$5K Buy
+40
New +$5.49K ﹤0.01% 304

Other funds holding DEO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
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
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Ironwood Financial's DEO Position: Q4 2021 in Review

Ironwood Financial sold out of Diageo (DEO) in Q4 2021, closing a stake of 66 shares — an estimated $13K sold.

Ironwood Financial first reported a position in DEO in Q2 2020 and held it in 6 quarters. The position peaked at $13K in Q3 2021. 1,053 funds tracked by Wall St. Rank hold DEO as of Q4 2021.

  • Ironwood Financial reported no remaining Diageo position as of Q4 2021 after selling out during the quarter.
  • Ironwood Financial sold 66 Diageo shares in Q4 2021, an estimated $13K.
  • Ironwood Financial first reported a position in Diageo in Q2 2020 and held it in 6 quarters.
  • Ironwood Financial's Diageo position peaked at $13K in Q3 2021.
  • 1,053 funds tracked by Wall St. Rank held Diageo as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.