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Resurgent Financial Advisors’s Diageo DEO Stock Holding History

Resurgent Financial Advisors’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
Q1 		– Sell
-469
Closed -$68.3K – 259
2023
Q4 		$68.3K Sell
469
-4
-0.8% -$591 0.04% 286
2023
Q3 		$70.6K Buy
473
+1
+0.2% +$167 0.05% 276
2023
Q2 		$81.9K Sell
472
-2
-0.4% -$357 0.05% 261
2023
Q1 		$85.9K Buy
474
+63
+15% +$11.1K 0.06% 249
2022
Q4 		$73.2K Buy
+411
New +$72.1K 0.04% 359

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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Resurgent Financial Advisors's DEO Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of Diageo (DEO) in Q1 2024, closing a stake of 469 shares — an estimated $68.3K sold.

Resurgent Financial Advisors first reported a position in DEO in Q4 2022 and held it in 5 quarters. The position peaked at $85.9K in Q1 2023. 1,017 funds tracked by Wall St. Rank hold DEO as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining Diageo position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 469 Diageo shares in Q1 2024, an estimated $68.3K.
  • Resurgent Financial Advisors first reported a position in Diageo in Q4 2022 and held it in 5 quarters.
  • Resurgent Financial Advisors's Diageo position peaked at $85.9K in Q1 2023.
  • 1,017 funds tracked by Wall St. Rank held Diageo as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.