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Pacific Capital Wealth Advisors’s Diageo DEO Stock Holding History

Pacific Capital 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
2024
Q2 		– Sell
-65
Closed -$9.67K – 582
2024
Q1 		$9.67K Buy
+65
New +$9.51K ﹤0.01% 232

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pacific Capital Wealth Advisors's DEO Position: Q2 2024 in Review

Pacific Capital Wealth Advisors sold out of Diageo (DEO) in Q2 2024, closing a stake of 65 shares — an estimated $9.67K sold.

Pacific Capital Wealth Advisors first reported a position in DEO in Q1 2024 and held it in 1 quarter. The position peaked at $9.67K in Q1 2024. 950 funds tracked by Wall St. Rank hold DEO as of Q2 2024.

  • Pacific Capital Wealth Advisors reported no remaining Diageo position as of Q2 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 65 Diageo shares in Q2 2024, an estimated $9.67K.
  • Pacific Capital Wealth Advisors first reported a position in Diageo in Q1 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's Diageo position peaked at $9.67K in Q1 2024.
  • 950 funds tracked by Wall St. Rank held Diageo as of Q2 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.