MWM
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MinichMacGregor Wealth Management’s Diageo DEO Stock Holding History

MinichMacGregor 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
2023
Q1 		– Sell
-22
Closed -$3.92K – 223
2022
Q4 		$3.92K Buy
+22
New +$3.86K ﹤0.01% 508

Other funds holding DEO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

MinichMacGregor Wealth Management's DEO Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Diageo (DEO) in Q1 2023, closing a stake of 22 shares — an estimated $3.92K sold.

MinichMacGregor Wealth Management first reported a position in DEO in Q4 2022 and held it in 1 quarter. The position peaked at $3.92K in Q4 2022. 1,014 funds tracked by Wall St. Rank hold DEO as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining Diageo position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 22 Diageo shares in Q1 2023, an estimated $3.92K.
  • MinichMacGregor Wealth Management first reported a position in Diageo in Q4 2022 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's Diageo position peaked at $3.92K in Q4 2022.
  • 1,014 funds tracked by Wall St. Rank held Diageo as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.