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Redwood Wealth Management Group’s Diageo DEO Stock Holding History

Redwood Wealth Management Group’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
Q3 		– Sell
-60
Closed -$7.57K – 393
2024
Q2 		$7.57K Buy
+60
New +$8.27K 0.01% 657

Other funds holding DEO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

Redwood Wealth Management Group's DEO Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Diageo (DEO) in Q3 2024, closing a stake of 60 shares — an estimated $7.57K sold.

Redwood Wealth Management Group first reported a position in DEO in Q2 2024 and held it in 1 quarter. The position peaked at $7.57K in Q2 2024. 965 funds tracked by Wall St. Rank hold DEO as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Diageo position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 60 Diageo shares in Q3 2024, an estimated $7.57K.
  • Redwood Wealth Management Group first reported a position in Diageo in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Diageo position peaked at $7.57K in Q2 2024.
  • 965 funds tracked by Wall St. Rank held Diageo as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.