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Planned Solutions’s Diageo DEO Stock Holding History

Planned Solutions’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
-175
Closed -$24.6K – 235
2024
Q3 		$24.6K Buy
+175
New +$22.7K 0.01% 369
2024
Q1 		– Sell
-185
Closed -$26.9K – 199
2023
Q4 		$26.9K Buy
+185
New +$27.3K 0.01% 350
2021
Q1 		– Sell
-635
Closed -$101K – 144
2020
Q4 		$101K Hold
635
– – 0.08% 97
2020
Q3 		$87K Buy
+635
New +$87.6K 0.09% 87

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

Planned Solutions's DEO Position: Q4 2024 in Review

Planned Solutions sold out of Diageo (DEO) in Q4 2024, closing a stake of 175 shares — an estimated $24.6K sold.

Planned Solutions first reported a position in DEO in Q3 2020 and held it in 4 quarters. The position peaked at $101K in Q4 2020. 970 funds tracked by Wall St. Rank hold DEO as of Q4 2024.

  • Planned Solutions reported no remaining Diageo position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 175 Diageo shares in Q4 2024, an estimated $24.6K.
  • Planned Solutions first reported a position in Diageo in Q3 2020 and held it in 4 quarters.
  • Planned Solutions's Diageo position peaked at $101K in Q4 2020.
  • 970 funds tracked by Wall St. Rank held Diageo as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.