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PCA Investment Advisory Services’s Diageo DEO Stock Holding History

PCA Investment Advisory Services’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
2023
Q3 		– Sell
-181
Closed -$31.4K – 185
2023
Q2 		$31.4K Buy
+181
New +$32.3K 0.02% 302

Other funds holding DEO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 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

PCA Investment Advisory Services's DEO Position: Q3 2023 in Review

PCA Investment Advisory Services sold out of Diageo (DEO) in Q3 2023, closing a stake of 181 shares — an estimated $31.4K sold.

PCA Investment Advisory Services first reported a position in DEO in Q2 2023 and held it in 1 quarter. The position peaked at $31.4K in Q2 2023. 956 funds tracked by Wall St. Rank hold DEO as of Q3 2023.

  • PCA Investment Advisory Services reported no remaining Diageo position as of Q3 2023 after selling out during the quarter.
  • PCA Investment Advisory Services sold 181 Diageo shares in Q3 2023, an estimated $31.4K.
  • PCA Investment Advisory Services first reported a position in Diageo in Q2 2023 and held it in 1 quarter.
  • PCA Investment Advisory Services's Diageo position peaked at $31.4K in Q2 2023.
  • 956 funds tracked by Wall St. Rank held Diageo as of Q3 2023.

Based on PCA Investment Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.