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WealthPlan Investment Management’s Diageo DEO Stock Holding History

WealthPlan Investment 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
Q4 		– Sell
-1,588
Closed -$223K – 267
2024
Q3 		$223K Sell
1,588
-2,527
-61% -$328K 0.02% 233
2024
Q2 		$519K Buy
4,115
+34
+0.8% +$4.68K 0.08% 119
2024
Q1 		$607K Sell
4,081
-565
-12% -$82.7K 0.09% 114
2023
Q4 		$677K Sell
4,646
-48,967
-91% -$7.23M 0.11% 111
2023
Q3 		$8M Buy
53,613
+24,732
+86% +$4.14M 1.41% 27
2023
Q2 		$5.01M Sell
28,881
-25,214
-47% -$4.5M 1.49% 20
2023
Q1 		$9.8M Sell
54,095
-38,429
-42% -$6.78M 1.69% 15
2022
Q4 		$16.1M Buy
92,524
+1,817
+2% +$319K 1.13% 26
2022
Q3 		$17.1M Buy
+90,707
New +$16.3M 1.25% 22
2022
Q1 		$15.1M Buy
+76,015
New +$15.2M 1.05% 27

Other funds holding DEO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

WealthPlan Investment Management's DEO Position: Q4 2024 in Review

WealthPlan Investment Management sold out of Diageo (DEO) in Q4 2024, closing a stake of 1,588 shares — an estimated $223K sold.

WealthPlan Investment Management first reported a position in DEO in Q1 2022 and held it in 10 quarters. The position peaked at $17.1M in Q3 2022. 970 funds tracked by Wall St. Rank hold DEO as of Q4 2024.

  • WealthPlan Investment Management reported no remaining Diageo position as of Q4 2024 after selling out during the quarter.
  • WealthPlan Investment Management sold 1,588 Diageo shares in Q4 2024, an estimated $223K.
  • WealthPlan Investment Management first reported a position in Diageo in Q1 2022 and held it in 10 quarters.
  • WealthPlan Investment Management's Diageo position peaked at $17.1M in Q3 2022.
  • 970 funds tracked by Wall St. Rank held Diageo as of Q4 2024.

Based on WealthPlan Investment Management's 13F filing for Q4 2024, filed 30 Jan 2025.