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Opal Wealth Advisors’s Diageo DEO Stock Holding History

Opal 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
2025
Q3 		– Sell
-211
Closed -$21.3K – 286
2025
Q2 		$21.3K Sell
211
-74
-26% -$8.03K 0.01% 558
2025
Q1 		$29.9K Buy
+285
New +$32.2K 0.01% 445
2024
Q3 		– Sell
-349
Closed -$44K – 431
2024
Q2 		$44K Buy
+349
New +$48.1K 0.01% 372
2023
Q3 		– Sell
-1,296
Closed -$225K – 145
2023
Q2 		$225K Sell
1,296
-11
-0.8% -$1.96K 0.11% 128
2023
Q1 		$237K Buy
1,307
+164
+14% +$28.9K 0.14% 98
2022
Q4 		$204K Sell
1,143
-71
-6% -$12.5K 0.11% 118
2022
Q3 		$206K Buy
1,214
+6
+0.5% +$1.07K 0.15% 95
2022
Q2 		$210K Buy
1,208
+15
+1% +$2.85K 0.14% 99
2022
Q1 		$242K Buy
1,193
+99
+9% +$19.8K 0.21% 81
2021
Q4 		$241K Buy
+1,094
New +$224K 0.15% 102

Other funds holding DEO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return