SVWA
DEO icon

Sound View Wealth Advisors’s Diageo DEO Stock Holding History

Sound View Wealth 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
2019
Q1 		$3.02M Sell
18,440
-186
-1% -$28.4K 0.95% 33
2018
Q4 		$2.64M Buy
+18,626
New +$2.62M 0.96% 30

Other funds holding DEO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

Sound View Wealth Advisors's DEO Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its Diageo (DEO) stake by 1% in Q1 2019, selling an estimated $28.4K and leaving 18,440 shares worth $3.02M. The position accounts for 0.95% of the portfolio, ranked #33.

Sound View Wealth Advisors first reported a position in DEO in Q4 2018 and has held it in 2 quarters since. 876 funds tracked by Wall St. Rank hold DEO as of Q1 2019.

  • Sound View Wealth Advisors held 18,440 shares of Diageo worth $3.02M as of Q1 2019.
  • Sound View Wealth Advisors sold 186 Diageo shares in Q1 2019, an estimated $28.4K.
  • Diageo made up 0.95% of Sound View Wealth Advisors's portfolio in Q1 2019, its #33 holding.
  • Sound View Wealth Advisors first reported a position in Diageo in Q4 2018 and has held it in 2 quarters since.
  • 876 funds tracked by Wall St. Rank held Diageo as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.