Total Clarity Wealth Management’s Diageo DEO Stock Holding History

Total Clarity Wealth Management’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 Q1	–	Sell	-1,795	Closed	-$320K	–	196
2022 Q4	$320K	Buy	1,795 +30	+2%	+$5.26K	0.16%	149
2022 Q3	$300K	Sell	1,765 -10	-0.6%	-$1.79K	0.19%	153
2022 Q2	$309K	Buy	1,775 +85	+5%	+$16.2K	0.16%	147
2022 Q1	$343K	Buy	1,690 +140	+9%	+$28.1K	0.19%	147
2021 Q4	$341K	Hold	1,550	–	–	0.15%	146
2021 Q3	$299K	Hold	1,550	–	–	0.14%	157
2021 Q2	$297K	Hold	1,550	–	–	0.17%	160
2021 Q1	$255K	Sell	1,550 -265	-15%	-$43.4K	0.15%	148
2020 Q4	$288K	Hold	1,815	–	–	0.2%	117
2020 Q3	$250K	Sell	1,815 -30	-2%	-$4.14K	0.22%	107
2020 Q2	$248K	Buy	+1,845	New	+$253K	0.23%	106
2020 Q1	–	Sell	-1,550	Closed	-$261K	–	204
2019 Q4	$261K	Buy	+1,550	New	+$252K	0.2%	104

Other funds holding DEO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Total Clarity Wealth Management's DEO Position: Q1 2023 in Review

Total Clarity Wealth Management sold out of Diageo (DEO) in Q1 2023, closing a stake of 1,795 shares — an estimated $320K sold.

Total Clarity Wealth Management first reported a position in DEO in Q4 2019 and held it in 12 quarters. The position peaked at $343K in Q1 2022. 1,014 funds tracked by Wall St. Rank hold DEO as of Q1 2023.

Total Clarity Wealth Management reported no remaining Diageo position as of Q1 2023 after selling out during the quarter.
Total Clarity Wealth Management sold 1,795 Diageo shares in Q1 2023, an estimated $320K.
Total Clarity Wealth Management first reported a position in Diageo in Q4 2019 and held it in 12 quarters.
Total Clarity Wealth Management's Diageo position peaked at $343K in Q1 2022.
1,014 funds tracked by Wall St. Rank held Diageo as of Q1 2023.

Based on Total Clarity Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.