Wealth Advisory Solutions’s Diageo DEO Stock Holding History

Wealth Advisory Solutions’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 Q2	–	Sell	-8,457	Closed	-$1.39M	–	176
2021 Q1	$1.39M	Buy	+8,457	New	+$1.38M	1.04%	27

Other funds holding DEO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return

AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return

Wealth Advisory Solutions's DEO Position: Q2 2021 in Review

Wealth Advisory Solutions sold out of Diageo (DEO) in Q2 2021, closing a stake of 8,457 shares — an estimated $1.39M sold.

Wealth Advisory Solutions first reported a position in DEO in Q1 2021 and held it in 1 quarter. The position peaked at $1.39M in Q1 2021. 954 funds tracked by Wall St. Rank hold DEO as of Q2 2021.

Wealth Advisory Solutions reported no remaining Diageo position as of Q2 2021 after selling out during the quarter.
Wealth Advisory Solutions sold 8,457 Diageo shares in Q2 2021, an estimated $1.39M.
Wealth Advisory Solutions first reported a position in Diageo in Q1 2021 and held it in 1 quarter.
Wealth Advisory Solutions's Diageo position peaked at $1.39M in Q1 2021.
954 funds tracked by Wall St. Rank held Diageo as of Q2 2021.

Based on Wealth Advisory Solutions's 13F filing for Q2 2021, filed 21 Jul 2021.