Wipfli Financial Advisors’s Diageo DEO Stock Holding History

Wipfli Financial Advisors’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
2022 Q3	$274K	Buy	+1,602	New	+$287K	0.02%	352

Other funds holding DEO

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

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

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Wipfli Financial Advisors's DEO Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Diageo (DEO) in Q3 2022: 1,602 shares worth $274K. The stake represents 0.02% of the portfolio and ranks #352 among its holdings.

968 funds tracked by Wall St. Rank hold DEO as of Q3 2022.

Wipfli Financial Advisors held 1,602 shares of Diageo worth $274K as of Q3 2022.
Diageo was a new Wipfli Financial Advisors position in Q3 2022.
Diageo made up 0.02% of Wipfli Financial Advisors's portfolio in Q3 2022, its #352 holding.
968 funds tracked by Wall St. Rank held Diageo as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.