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Tyler-Stone Wealth Management’s Diageo DEO Stock Holding History

Tyler-Stone 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
2024
Q3 		– Sell
-50
Closed -$6.3K – 448
2024
Q2 		$6.3K Hold
50
– – ﹤0.01% 717
2024
Q1 		$7.44K Hold
50
– – ﹤0.01% 697
2023
Q4 		$7.28K Hold
50
– – ﹤0.01% 680
2023
Q3 		$7K Sell
50
-19
-28% -$3.18K ﹤0.01% 661
2023
Q2 		$12K Buy
+69
New +$12.3K 0.01% 564
2022
Q4 		$12K Hold
69
– – 0.01% 523
2022
Q3 		$12K Hold
69
– – 0.01% 509
2022
Q2 		$12K Buy
69
+19
+38% +$3.61K 0.01% 517
2022
Q1 		$10K Hold
50
– – 0.01% 571
2021
Q4 		$11K Buy
+50
New +$10.3K 0.01% 589

Other funds holding DEO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

Tyler-Stone Wealth Management's DEO Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Diageo (DEO) in Q3 2024, closing a stake of 50 shares — an estimated $6.3K sold.

Tyler-Stone Wealth Management first reported a position in DEO in Q4 2021 and held it in 10 quarters. The position peaked at $12K in Q2 2023. 965 funds tracked by Wall St. Rank hold DEO as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Diageo position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 50 Diageo shares in Q3 2024, an estimated $6.3K.
  • Tyler-Stone Wealth Management first reported a position in Diageo in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's Diageo position peaked at $12K in Q2 2023.
  • 965 funds tracked by Wall St. Rank held Diageo as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.