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TRUE Private Wealth Advisors’s Diageo DEO Stock Holding History

TRUE Private 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
2021
Q1 		– Sell
-108
Closed -$17K – 343
2020
Q4 		$17K Hold
108
– – ﹤0.01% 464
2020
Q3 		$15K Hold
108
– – ﹤0.01% 443
2020
Q2 		$14K Sell
108
-44
-29% -$6.04K ﹤0.01% 443
2020
Q1 		$19K Sell
152
-230
-60% -$34.5K ﹤0.01% 386
2019
Q4 		$64K Buy
+382
New +$62.1K 0.01% 337
2019
Q3 		– Sell
-171
Closed -$29K – 339
2019
Q2 		$29K Buy
+171
New +$28.7K ﹤0.01% 407
2018
Q4 		– Sell
-741
Closed -$105K – 398
2018
Q3 		$105K Buy
+741
New +$106K 0.01% 351

Other funds holding DEO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return