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WR Wealth Planners’s Diageo DEO Stock Holding History

WR Wealth Planners’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 		$25.4K Sell
200
-75
-27% -$9.54K 0.01% 423
2024
Q3 		$38.6K Sell
275
-25
-8% -$3.25K 0.01% 376
2024
Q2 		$37.8K Hold
300
– – 0.01% 360
2024
Q1 		$44.6K Buy
+300
New +$43.9K 0.01% 352
2023
Q4 		– Sell
-300
Closed -$44.8K – 339
2023
Q3 		$44.8K Hold
300
– – 0.02% 331
2023
Q2 		$52K Sell
300
-12
-4% -$2.14K 0.02% 311
2023
Q1 		$56.5K Buy
+312
New +$55.1K 0.02% 305

Other funds holding DEO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

WR Wealth Planners's DEO Position: Q4 2024 in Review

WR Wealth Planners reduced its Diageo (DEO) stake by 27% in Q4 2024, selling an estimated $9.54K and leaving 200 shares worth $25.4K. The position accounts for 0.01% of the portfolio, ranked #423.

WR Wealth Planners first reported a position in DEO in Q1 2023 and has held it in 7 quarters since. The position peaked at $56.5K in Q1 2023. 969 funds tracked by Wall St. Rank hold DEO as of Q4 2024.

  • WR Wealth Planners held 200 shares of Diageo worth $25.4K as of Q4 2024.
  • WR Wealth Planners sold 75 Diageo shares in Q4 2024, an estimated $9.54K.
  • Diageo made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #423 holding.
  • WR Wealth Planners first reported a position in Diageo in Q1 2023 and has held it in 7 quarters since.
  • WR Wealth Planners's Diageo position peaked at $56.5K in Q1 2023.
  • 969 funds tracked by Wall St. Rank held Diageo as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.