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Pitti Group Wealth Management’s Diageo DEO Stock Holding History

Pitti Group Wealth Management’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
Q4 		– Sell
-4,013
Closed -$585K – 74
2024
Q3 		$585K Hold
4,013
– – 0.64% 34
2024
Q2 		$585K Buy
4,013
+36
+0.9% +$4.96K 0.64% 34
2024
Q1 		$560K Sell
3,977
-36
-0.9% -$5.27K 0.63% 37
2023
Q4 		$585K Sell
4,013
-431
-10% -$63.6K 0.64% 34
2023
Q3 		$663K Buy
4,444
+540
+14% +$90.4K 0.76% 35
2023
Q2 		$677K Buy
3,904
+767
+24% +$137K 0.76% 35
2023
Q1 		$568K Sell
3,137
-97
-3% -$17.1K 0.63% 37
2022
Q4 		$576K Buy
3,234
+594
+23% +$104K 0.69% 37
2022
Q3 		$448K Sell
2,640
-26
-1% -$4.66K 0.62% 38
2022
Q2 		$464K Sell
2,666
-19
-0.7% -$3.61K 0.63% 38
2022
Q1 		$545K Buy
2,685
+35
+1% +$7.01K 0.64% 42
2021
Q4 		$583K Buy
+2,650
New +$543K 0.65% 44

Other funds holding DEO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pitti Group Wealth Management's DEO Position: Q4 2024 in Review

Pitti Group Wealth Management sold out of Diageo (DEO) in Q4 2024, closing a stake of 4,013 shares — an estimated $585K sold.

Pitti Group Wealth Management first reported a position in DEO in Q4 2021 and held it in 12 quarters. The position peaked at $677K in Q2 2023. 970 funds tracked by Wall St. Rank hold DEO as of Q4 2024.

  • Pitti Group Wealth Management reported no remaining Diageo position as of Q4 2024 after selling out during the quarter.
  • Pitti Group Wealth Management sold 4,013 Diageo shares in Q4 2024, an estimated $585K.
  • Pitti Group Wealth Management first reported a position in Diageo in Q4 2021 and held it in 12 quarters.
  • Pitti Group Wealth Management's Diageo position peaked at $677K in Q2 2023.
  • 970 funds tracked by Wall St. Rank held Diageo as of Q4 2024.

Based on Pitti Group Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.