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TritonPoint Wealth’s Diageo DEO Stock Holding History

TritonPoint Wealth’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
Q4 		– Sell
-1,465
Closed -$210K – 335
2024
Q3 		$210K Sell
1,465
-197
-12% -$25.6K 0.02% 320
2024
Q2 		$210K Sell
1,662
-1,127
-40% -$155K 0.02% 309
2024
Q1 		$347K Buy
2,789
+408
+17% +$59.7K 0.04% 244
2023
Q4 		$347K Buy
+2,381
New +$352K 0.03% 252

Other funds holding DEO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

TritonPoint Wealth's DEO Position: Q4 2024 in Review

TritonPoint Wealth sold out of Diageo (DEO) in Q4 2024, closing a stake of 1,465 shares — an estimated $210K sold.

TritonPoint Wealth first reported a position in DEO in Q4 2023 and held it in 4 quarters. The position peaked at $347K in Q1 2024. 970 funds tracked by Wall St. Rank hold DEO as of Q4 2024.

  • TritonPoint Wealth reported no remaining Diageo position as of Q4 2024 after selling out during the quarter.
  • TritonPoint Wealth sold 1,465 Diageo shares in Q4 2024, an estimated $210K.
  • TritonPoint Wealth first reported a position in Diageo in Q4 2023 and held it in 4 quarters.
  • TritonPoint Wealth's Diageo position peaked at $347K in Q1 2024.
  • 970 funds tracked by Wall St. Rank held Diageo as of Q4 2024.

Based on TritonPoint Wealth's 13F filing for Q4 2024, filed 24 Jan 2025.