RMR Wealth Builders’s Diageo DEO Stock Holding History

RMR Wealth Builders’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
2021 Q2	–	Sell	-7	Closed	-$1K	–	292
2021 Q1	$1K	Buy	+7	New	+$1.15K	﹤0.01%	756

Other funds holding DEO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return

AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return

RMR Wealth Builders's DEO Position: Q2 2021 in Review

RMR Wealth Builders sold out of Diageo (DEO) in Q2 2021, closing a stake of 7 shares — an estimated $1K sold.

RMR Wealth Builders first reported a position in DEO in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 954 funds tracked by Wall St. Rank hold DEO as of Q2 2021.

RMR Wealth Builders reported no remaining Diageo position as of Q2 2021 after selling out during the quarter.
RMR Wealth Builders sold 7 Diageo shares in Q2 2021, an estimated $1K.
RMR Wealth Builders first reported a position in Diageo in Q1 2021 and held it in 1 quarter.
RMR Wealth Builders's Diageo position peaked at $1K in Q1 2021.
954 funds tracked by Wall St. Rank held Diageo as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.