NWM
DEO icon

Nauset Wealth Management’s Diageo DEO Stock Holding History

Nauset 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
2022
Q1 		$91K Buy
+450
New +$90.2K 0.07% 85

Other funds holding DEO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
AC
AKO Capital London, United Kingdom $4.29B AUM 4.26% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Nauset Wealth Management's DEO Position: Q1 2022 in Review

Nauset Wealth Management opened a new position in Diageo (DEO) in Q1 2022: 450 shares worth $91K. The stake represents 0.07% of the portfolio and ranks #85 among its holdings.

1,026 funds tracked by Wall St. Rank hold DEO as of Q1 2022.

  • Nauset Wealth Management held 450 shares of Diageo worth $91K as of Q1 2022.
  • Diageo was a new Nauset Wealth Management position in Q1 2022.
  • Diageo made up 0.07% of Nauset Wealth Management's portfolio in Q1 2022, its #85 holding.
  • 1,026 funds tracked by Wall St. Rank held Diageo as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.