Meridian Wealth Partners’s Diageo DEO Stock Holding History

Meridian Wealth Partners’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 Q2	–	Sell	-55	Closed	-$9K	–	396
2021 Q1	$9K	Buy	+55	New	+$9K	﹤0.01%	475

Other funds holding DEO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

LCOV

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

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

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

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

Meridian Wealth Partners's DEO Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Diageo (DEO) in Q2 2021, closing a stake of 55 shares — an estimated $9K sold.

Meridian Wealth Partners first reported a position in DEO in Q1 2021 and held it in 1 quarter. The position peaked at $9K in Q1 2021. 954 funds tracked by Wall St. Rank hold DEO as of Q2 2021.

Meridian Wealth Partners reported no remaining Diageo position as of Q2 2021 after selling out during the quarter.
Meridian Wealth Partners sold 55 Diageo shares in Q2 2021, an estimated $9K.
Meridian Wealth Partners first reported a position in Diageo in Q1 2021 and held it in 1 quarter.
Meridian Wealth Partners's Diageo position peaked at $9K in Q1 2021.
954 funds tracked by Wall St. Rank held Diageo as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.