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Wealthcare Capital Management’s Diageo DEO Stock Holding History

Wealthcare 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
2021
Q2 		– Sell
-11
Closed -$2K – 217
2021
Q1 		$2K Buy
+11
New +$1.8K ﹤0.01% 545
2020
Q1 		– Sell
-49
Closed -$8K – 349
2019
Q4 		$8K Buy
+49
New +$7.96K ﹤0.01% 204
2015
Q3 		– Sell
-50
Closed -$6K – 279
2015
Q2 		$6K Sell
50
-84
-63% -$9.56K ﹤0.01% 244
2015
Q1 		$15K Buy
+134
New +$15.4K ﹤0.01% 443
2014
Q4 		– Sell
-73
Closed -$8K – 213
2014
Q3 		$8K Buy
+73
New +$8.84K ﹤0.01% 169

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 $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Charles Schwab
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
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
AC
AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return

Wealthcare Capital Management's DEO Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Diageo (DEO) in Q2 2021, closing a stake of 11 shares — an estimated $2K sold.

Wealthcare Capital Management first reported a position in DEO in Q3 2014 and held it in 5 quarters. The position peaked at $15K in Q1 2015. 954 funds tracked by Wall St. Rank hold DEO as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Diageo position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 11 Diageo shares in Q2 2021, an estimated $2K.
  • Wealthcare Capital Management first reported a position in Diageo in Q3 2014 and held it in 5 quarters.
  • Wealthcare Capital Management's Diageo position peaked at $15K in Q1 2015.
  • 954 funds tracked by Wall St. Rank held Diageo as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.