Janiczek Wealth Management’s Diageo DEO Stock Holding History

Janiczek Wealth Management’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
2024 Q2	$58.8K	Buy	466 +387	+490%	+$53.3K	0.01%	378
2024 Q1	$11.9K	Sell	79 -175	-69%	-$25.6K	﹤0.01%	650
2023 Q4	$37K	Sell	254 -18	-7%	-$2.66K	0.01%	443
2023 Q3	$41.2K	Hold	272	–	–	0.01%	389
2023 Q2	$47.2K	Hold	272	–	–	0.01%	328
2023 Q1	$50.9K	Hold	272	–	–	0.01%	313
2022 Q4	$49.1K	Sell	272 -39	-13%	-$6.84K	0.01%	323
2022 Q3	$52K	Sell	311 -17	-5%	-$3.05K	0.02%	297
2022 Q2	$63K	Buy	328 +264	+413%	+$50.2K	0.02%	272
2022 Q1	$13K	Buy	64 +7	+12%	+$1.4K	﹤0.01%	525
2021 Q4	$13K	Hold	57	–	–	﹤0.01%	553
2021 Q3	$11K	Buy	57 +6	+12%	+$1.16K	﹤0.01%	554
2021 Q2	$10K	Hold	51	–	–	﹤0.01%	548
2021 Q1	$8K	Buy	51 +14	+38%	+$2.29K	﹤0.01%	568
2020 Q4	$6K	Buy	+37	New	+$5.52K	﹤0.01%	552
2020 Q3	–	Sell	-15	Closed	-$2K	–	661
2020 Q2	$2K	Buy	+15	New	+$2.06K	﹤0.01%	278

Other funds holding DEO

Fidelity Investments

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

Bank of America

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

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

ClearBridge Investments

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return