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Sheaff Brock Investment Advisors’s Diageo DEO Stock Holding History

Sheaff Brock Investment 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
2018
Q2 		– Sell
-2,000
Closed -$271K – 550
2018
Q1 		$271K Buy
+2,000
New +$278K 0.03% 380

Other funds holding DEO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
AC
AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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 $13.1B AUM 15.62% 1-Year Est. Return

Sheaff Brock Investment Advisors's DEO Position: Q2 2022 in Review

Sheaff Brock Investment Advisors sold out of Diageo (DEO) in Q2 2022, closing a stake of 1,043 shares — an estimated $211K sold.

Sheaff Brock Investment Advisors first reported a position in DEO in Q3 2021 and held it in 3 quarters. The position peaked at $229K in Q4 2021. 1,000 funds tracked by Wall St. Rank hold DEO as of Q2 2022.

  • Sheaff Brock Investment Advisors reported no remaining Diageo position as of Q2 2022 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 1,043 Diageo shares in Q2 2022, an estimated $211K.
  • Sheaff Brock Investment Advisors first reported a position in Diageo in Q3 2021 and held it in 3 quarters.
  • Sheaff Brock Investment Advisors's Diageo position peaked at $229K in Q4 2021.
  • 1,000 funds tracked by Wall St. Rank held Diageo as of Q2 2022.

Based on Sheaff Brock Investment Advisors's 13F filing for Q2 2022, filed 2 Aug 2022.