Paces Ferry Wealth Advisors’s Diageo DEO Stock Holding History

Paces Ferry 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
2020 Q4	–	Sell	-772	Closed	-$106K	–	372
2020 Q3	$106K	Buy	+772	New	+$106K	0.09%	153

Other funds holding DEO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Paces Ferry Wealth Advisors's DEO Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Diageo (DEO) in Q4 2020, closing a stake of 772 shares — an estimated $106K sold.

Paces Ferry Wealth Advisors first reported a position in DEO in Q3 2020 and held it in 1 quarter. The position peaked at $106K in Q3 2020. 924 funds tracked by Wall St. Rank hold DEO as of Q4 2020.

Paces Ferry Wealth Advisors reported no remaining Diageo position as of Q4 2020 after selling out during the quarter.
Paces Ferry Wealth Advisors sold 772 Diageo shares in Q4 2020, an estimated $106K.
Paces Ferry Wealth Advisors first reported a position in Diageo in Q3 2020 and held it in 1 quarter.
Paces Ferry Wealth Advisors's Diageo position peaked at $106K in Q3 2020.
924 funds tracked by Wall St. Rank held Diageo as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.