RW
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RVW Wealth’s Diageo DEO Stock Holding History

RVW Wealth’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
2023
Q4 		– Sell
-106
Closed -$15.8K – 202
2023
Q3 		$15.8K Buy
+106
New +$17.7K ﹤0.01% 333

Other funds holding DEO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RVW Wealth's DEO Position: Q4 2023 in Review

RVW Wealth sold out of Diageo (DEO) in Q4 2023, closing a stake of 106 shares — an estimated $15.8K sold.

RVW Wealth first reported a position in DEO in Q3 2023 and held it in 1 quarter. The position peaked at $15.8K in Q3 2023. 1,010 funds tracked by Wall St. Rank hold DEO as of Q4 2023.

  • RVW Wealth reported no remaining Diageo position as of Q4 2023 after selling out during the quarter.
  • RVW Wealth sold 106 Diageo shares in Q4 2023, an estimated $15.8K.
  • RVW Wealth first reported a position in Diageo in Q3 2023 and held it in 1 quarter.
  • RVW Wealth's Diageo position peaked at $15.8K in Q3 2023.
  • 1,010 funds tracked by Wall St. Rank held Diageo as of Q4 2023.

Based on RVW Wealth's 13F filing for Q4 2023, filed 8 Jan 2024.