Triad Wealth Partners’s Diageo DEO Stock Holding History

Triad 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
2024 Q3	–	Sell	-197	Closed	-$24.8K	–	252
2024 Q2	$24.8K	Buy	+197	New	+$27.1K	0.01%	315

Other funds holding DEO

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

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

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

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

Triad Wealth Partners's DEO Position: Q3 2024 in Review

Triad Wealth Partners sold out of Diageo (DEO) in Q3 2024, closing a stake of 197 shares — an estimated $24.8K sold.

Triad Wealth Partners first reported a position in DEO in Q2 2024 and held it in 1 quarter. The position peaked at $24.8K in Q2 2024. 965 funds tracked by Wall St. Rank hold DEO as of Q3 2024.

Triad Wealth Partners reported no remaining Diageo position as of Q3 2024 after selling out during the quarter.
Triad Wealth Partners sold 197 Diageo shares in Q3 2024, an estimated $24.8K.
Triad Wealth Partners first reported a position in Diageo in Q2 2024 and held it in 1 quarter.
Triad Wealth Partners's Diageo position peaked at $24.8K in Q2 2024.
965 funds tracked by Wall St. Rank held Diageo as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.