IVC Wealth Advisors’s Diageo DEO Stock Holding History

IVC Wealth 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
2022 Q2	–	Sell	-1,020	Closed	-$207K	–	142
2022 Q1	$207K	Buy	+1,020	New	+$204K	0.14%	146

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

AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

LCOV

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

Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return

IVC Wealth Advisors's DEO Position: Q2 2022 in Review

IVC Wealth Advisors sold out of Diageo (DEO) in Q2 2022, closing a stake of 1,020 shares — an estimated $207K sold.

IVC Wealth Advisors first reported a position in DEO in Q1 2022 and held it in 1 quarter. The position peaked at $207K in Q1 2022. 999 funds tracked by Wall St. Rank hold DEO as of Q2 2022.

IVC Wealth Advisors reported no remaining Diageo position as of Q2 2022 after selling out during the quarter.
IVC Wealth Advisors sold 1,020 Diageo shares in Q2 2022, an estimated $207K.
IVC Wealth Advisors first reported a position in Diageo in Q1 2022 and held it in 1 quarter.
IVC Wealth Advisors's Diageo position peaked at $207K in Q1 2022.
999 funds tracked by Wall St. Rank held Diageo as of Q2 2022.

Based on IVC Wealth Advisors's 13F filing for Q2 2022, filed 11 Jul 2022.