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Personal Wealth Partners’s Diageo DEO Stock Holding History

Personal Wealth Partners’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
2021
Q3 		– Sell
-24
Closed -$5K – 160
2021
Q2 		$5K Buy
+24
New +$4.46K ﹤0.01% 313
2020
Q1 		– Sell
-10
Closed -$2K – 194
2019
Q4 		$2K Hold
10
– – ﹤0.01% 339
2019
Q3 		$2K Hold
10
– – ﹤0.01% 348
2019
Q2 		$2K Buy
+10
New +$1.68K ﹤0.01% 275

Other funds holding DEO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
AC
AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return

Personal Wealth Partners's DEO Position: Q3 2021 in Review

Personal Wealth Partners sold out of Diageo (DEO) in Q3 2021, closing a stake of 24 shares — an estimated $5K sold.

Personal Wealth Partners first reported a position in DEO in Q2 2019 and held it in 4 quarters. The position peaked at $5K in Q2 2021. 937 funds tracked by Wall St. Rank hold DEO as of Q3 2021.

  • Personal Wealth Partners reported no remaining Diageo position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 24 Diageo shares in Q3 2021, an estimated $5K.
  • Personal Wealth Partners first reported a position in Diageo in Q2 2019 and held it in 4 quarters.
  • Personal Wealth Partners's Diageo position peaked at $5K in Q2 2021.
  • 937 funds tracked by Wall St. Rank held Diageo as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.