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Safeguard Investment Advisory Group’s Diageo DEO Stock Holding History

Safeguard Investment Advisory 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
2021
Q1 		– Sell
-213
Closed -$33K – 219
2020
Q4 		$33K Buy
+213
New +$31.8K 0.03% 247

Other funds holding DEO

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

Safeguard Investment Advisory Group's DEO Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Diageo (DEO) in Q1 2021, closing a stake of 213 shares — an estimated $33K sold.

Safeguard Investment Advisory Group first reported a position in DEO in Q4 2020 and held it in 1 quarter. The position peaked at $33K in Q4 2020. 930 funds tracked by Wall St. Rank hold DEO as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Diageo position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 213 Diageo shares in Q1 2021, an estimated $33K.
  • Safeguard Investment Advisory Group first reported a position in Diageo in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Diageo position peaked at $33K in Q4 2020.
  • 930 funds tracked by Wall St. Rank held Diageo as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.