Ten Capital Wealth Advisors’s Diageo DEO Stock Holding History

Ten Capital 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
2023 Q2	–	Sell	-37	Closed	-$6.7K	–	261
2023 Q1	$6.7K	Buy	+37	New	+$6.53K	﹤0.01%	403
2021 Q3	–	Sell	-28	Closed	-$5K	–	444
2021 Q2	$5K	Hold	28	–	–	﹤0.01%	368
2021 Q1	$4K	Hold	28	–	–	﹤0.01%	307
2020 Q4	$4K	Buy	+28	New	+$4.18K	﹤0.01%	308

Other funds holding DEO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ten Capital Wealth Advisors's DEO Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of Diageo (DEO) in Q2 2023, closing a stake of 37 shares — an estimated $6.7K sold.

Ten Capital Wealth Advisors first reported a position in DEO in Q4 2020 and held it in 4 quarters. The position peaked at $6.7K in Q1 2023. 1,000 funds tracked by Wall St. Rank hold DEO as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining Diageo position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 37 Diageo shares in Q2 2023, an estimated $6.7K.
Ten Capital Wealth Advisors first reported a position in Diageo in Q4 2020 and held it in 4 quarters.
Ten Capital Wealth Advisors's Diageo position peaked at $6.7K in Q1 2023.
1,000 funds tracked by Wall St. Rank held Diageo as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.