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WealthBridge Capital Management’s Diageo DEO Stock Holding History

WealthBridge Capital 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
2019
Q2 		– Sell
-234
Closed -$40K – 286
2019
Q1 		$40K Hold
234
– – 0.03% 323
2018
Q4 		$33K Buy
+234
New +$32.9K 0.03% 316

Other funds holding DEO

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UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

WealthBridge Capital Management's DEO Position: Q2 2019 in Review

WealthBridge Capital Management sold out of Diageo (DEO) in Q2 2019, closing a stake of 234 shares — an estimated $40K sold.

WealthBridge Capital Management first reported a position in DEO in Q4 2018 and held it in 2 quarters. The position peaked at $40K in Q1 2019. 866 funds tracked by Wall St. Rank hold DEO as of Q2 2019.

  • WealthBridge Capital Management reported no remaining Diageo position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 234 Diageo shares in Q2 2019, an estimated $40K.
  • WealthBridge Capital Management first reported a position in Diageo in Q4 2018 and held it in 2 quarters.
  • WealthBridge Capital Management's Diageo position peaked at $40K in Q1 2019.
  • 866 funds tracked by Wall St. Rank held Diageo as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.