River Wealth Advisors’s Diageo DEO Stock Holding History

River Wealth 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
2019 Q1	–	Sell	-174	Closed	-$25K	–	222
2018 Q4	$25K	Sell	174 -294	-63%	-$41.4K	0.01%	318
2018 Q3	$66K	Sell	468 -95	-17%	-$13.6K	0.02%	250
2018 Q2	$81K	Buy	+563	New	+$80.6K	0.03%	221

Other funds holding DEO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

River Wealth Advisors's DEO Position: Q1 2019 in Review

River Wealth Advisors sold out of Diageo (DEO) in Q1 2019, closing a stake of 174 shares — an estimated $25K sold.

River Wealth Advisors first reported a position in DEO in Q2 2018 and held it in 3 quarters. The position peaked at $81K in Q2 2018. 877 funds tracked by Wall St. Rank hold DEO as of Q1 2019.

River Wealth Advisors reported no remaining Diageo position as of Q1 2019 after selling out during the quarter.
River Wealth Advisors sold 174 Diageo shares in Q1 2019, an estimated $25K.
River Wealth Advisors first reported a position in Diageo in Q2 2018 and held it in 3 quarters.
River Wealth Advisors's Diageo position peaked at $81K in Q2 2018.
877 funds tracked by Wall St. Rank held Diageo as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.