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Signature Estate & Investment Advisors’s Diageo DEO Stock Holding History

Signature Estate & 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
2024
Q4 		– Sell
-2,067
Closed -$290K – 546
2024
Q3 		$290K Buy
2,067
+261
+14% +$33.9K 0.01% 410
2024
Q2 		$228K Buy
+1,806
New +$249K 0.01% 458

Other funds holding DEO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Signature Estate & Investment Advisors's DEO Position: Q4 2024 in Review

Signature Estate & Investment Advisors sold out of Diageo (DEO) in Q4 2024, closing a stake of 2,067 shares — an estimated $290K sold.

Signature Estate & Investment Advisors first reported a position in DEO in Q2 2024 and held it in 2 quarters. The position peaked at $290K in Q3 2024. 970 funds tracked by Wall St. Rank hold DEO as of Q4 2024.

  • Signature Estate & Investment Advisors reported no remaining Diageo position as of Q4 2024 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 2,067 Diageo shares in Q4 2024, an estimated $290K.
  • Signature Estate & Investment Advisors first reported a position in Diageo in Q2 2024 and held it in 2 quarters.
  • Signature Estate & Investment Advisors's Diageo position peaked at $290K in Q3 2024.
  • 970 funds tracked by Wall St. Rank held Diageo as of Q4 2024.

Based on Signature Estate & Investment Advisors's 13F filing for Q4 2024, filed 11 Feb 2025.