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Kingswood Wealth Advisors’s Diageo DEO Stock Holding History

Kingswood 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
2024
Q4 		– Sell
-1,914
Closed -$268K – 816
2024
Q3 		$268K Buy
+1,914
New +$249K 0.02% 604

Other funds holding DEO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Kingswood Wealth Advisors's DEO Position: Q4 2024 in Review

Kingswood Wealth Advisors sold out of Diageo (DEO) in Q4 2024, closing a stake of 1,914 shares — an estimated $268K sold.

Kingswood Wealth Advisors first reported a position in DEO in Q3 2024 and held it in 1 quarter. The position peaked at $268K in Q3 2024. 970 funds tracked by Wall St. Rank hold DEO as of Q4 2024.

  • Kingswood Wealth Advisors reported no remaining Diageo position as of Q4 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 1,914 Diageo shares in Q4 2024, an estimated $268K.
  • Kingswood Wealth Advisors first reported a position in Diageo in Q3 2024 and held it in 1 quarter.
  • Kingswood Wealth Advisors's Diageo position peaked at $268K in Q3 2024.
  • 970 funds tracked by Wall St. Rank held Diageo as of Q4 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.