Moisand Fitzgerald Tamayo’s Diageo DEO Stock Holding History

Moisand Fitzgerald Tamayo’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
2022 Q2	–	Sell	-7	Closed	-$1K	–	607
2022 Q1	$1K	Buy	+7	New	+$1.4K	﹤0.01%	451
2021 Q1	–	Sell	-13	Closed	-$2K	–	365
2020 Q4	$2K	Buy	+13	New	+$1.94K	﹤0.01%	297
2020 Q3	–	Sell	-5	Closed	-$1K	–	331
2020 Q2	$1K	Buy	+5	New	+$686	﹤0.01%	289
2017 Q4	–	Sell	-13	Closed	-$2K	–	292
2017 Q3	$2K	Buy	+13	New	+$1.68K	﹤0.01%	271

Other funds holding DEO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AKO Capital London, United Kingdom $4.29B AUM 4.26% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Moisand Fitzgerald Tamayo's DEO Position: Q2 2022 in Review

Moisand Fitzgerald Tamayo sold out of Diageo (DEO) in Q2 2022, closing a stake of 7 shares — an estimated $1K sold.

Moisand Fitzgerald Tamayo first reported a position in DEO in Q3 2017 and held it in 4 quarters. The position peaked at $2K in Q4 2020. 999 funds tracked by Wall St. Rank hold DEO as of Q2 2022.

Moisand Fitzgerald Tamayo reported no remaining Diageo position as of Q2 2022 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 7 Diageo shares in Q2 2022, an estimated $1K.
Moisand Fitzgerald Tamayo first reported a position in Diageo in Q3 2017 and held it in 4 quarters.
Moisand Fitzgerald Tamayo's Diageo position peaked at $2K in Q4 2020.
999 funds tracked by Wall St. Rank held Diageo as of Q2 2022.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2022, filed 1 Aug 2022.