LWS Wealth Advisors’s Diageo DEO Stock Holding History

LWS 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
2023 Q4	$597K	Buy	+4,097	New	+$605K	0.22%	43

Other funds holding DEO

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

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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LWS Wealth Advisors's DEO Position: Q4 2023 in Review

LWS Wealth Advisors opened a new position in Diageo (DEO) in Q4 2023: 4,097 shares worth $597K. The stake represents 0.22% of the portfolio and ranks #43 among its holdings.

1,010 funds tracked by Wall St. Rank hold DEO as of Q4 2023.

LWS Wealth Advisors held 4,097 shares of Diageo worth $597K as of Q4 2023.
Diageo was a new LWS Wealth Advisors position in Q4 2023.
Diageo made up 0.22% of LWS Wealth Advisors's portfolio in Q4 2023, its #43 holding.
1,010 funds tracked by Wall St. Rank held Diageo as of Q4 2023.

Based on LWS Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.