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SYSTM Wealth Solutions’s Diageo DEO Stock Holding History

SYSTM Wealth Solutions’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
Q3 		– Sell
-3,239
Closed -$408K – 236
2024
Q2 		$408K Sell
3,239
-4,577
-59% -$631K 0.09% 152
2024
Q1 		$1.17M Sell
7,816
-1,333
-15% -$195K 0.15% 176
2023
Q4 		$1.33M Buy
9,149
+3,663
+67% +$541K 0.18% 157
2023
Q3 		$818K Sell
5,486
-3,610
-40% -$604K 0.13% 212
2023
Q2 		$1.58M Buy
9,096
+1,233
+16% +$220K 0.21% 130
2023
Q1 		$1.42M Buy
7,863
+880
+13% +$155K 0.22% 122
2022
Q4 		$1.24M Buy
+6,983
New +$1.22M 0.15% 176

Other funds holding DEO

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

SYSTM Wealth Solutions's DEO Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Diageo (DEO) in Q3 2024, closing a stake of 3,239 shares — an estimated $408K sold.

SYSTM Wealth Solutions first reported a position in DEO in Q4 2022 and held it in 7 quarters. The position peaked at $1.58M in Q2 2023. 964 funds tracked by Wall St. Rank hold DEO as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Diageo position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 3,239 Diageo shares in Q3 2024, an estimated $408K.
  • SYSTM Wealth Solutions first reported a position in Diageo in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's Diageo position peaked at $1.58M in Q2 2023.
  • 964 funds tracked by Wall St. Rank held Diageo as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.