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TFO Wealth Partners’s Diageo DEO Stock Holding History

TFO Wealth Partners’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
2022
Q3 		– Sell
-9
Closed -$2K – 222
2022
Q2 		$2K Buy
+9
New +$1.71K ﹤0.01% 306
2021
Q4 		– Sell
-33
Closed -$6K – 150
2021
Q3 		$6K Buy
+33
New +$6.39K ﹤0.01% 109
2020
Q4 		– Sell
-21
Closed -$3K – 97
2020
Q3 		$3K Buy
+21
New +$2.9K ﹤0.01% 120

Other funds holding DEO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

TFO Wealth Partners's DEO Position: Q3 2022 in Review

TFO Wealth Partners sold out of Diageo (DEO) in Q3 2022, closing a stake of 9 shares — an estimated $2K sold.

TFO Wealth Partners first reported a position in DEO in Q3 2020 and held it in 3 quarters. The position peaked at $6K in Q3 2021. 967 funds tracked by Wall St. Rank hold DEO as of Q3 2022.

  • TFO Wealth Partners reported no remaining Diageo position as of Q3 2022 after selling out during the quarter.
  • TFO Wealth Partners sold 9 Diageo shares in Q3 2022, an estimated $2K.
  • TFO Wealth Partners first reported a position in Diageo in Q3 2020 and held it in 3 quarters.
  • TFO Wealth Partners's Diageo position peaked at $6K in Q3 2021.
  • 967 funds tracked by Wall St. Rank held Diageo as of Q3 2022.

Based on TFO Wealth Partners's 13F filing for Q3 2022, filed 8 Nov 2022.