Altium Wealth Management’s AB InBev BUD Stock Holding History

Altium Wealth Management’s Portfolio BUD Stock Details BUD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-4,269	Closed	-$256K	–	377
2022 Q1	$256K	Sell	4,269 -1,251	-23%	-$77.1K	0.02%	330
2021 Q4	$334K	Sell	5,520 -442	-7%	-$25.7K	0.02%	314
2021 Q3	$336K	Sell	5,962 -668	-10%	-$41.9K	0.02%	301
2021 Q2	$477K	Sell	6,630 -606	-8%	-$44.2K	0.04%	240
2021 Q1	$455K	Sell	7,236 -199	-3%	-$12.9K	0.04%	240
2020 Q4	$520K	Sell	7,435 -778	-9%	-$49.2K	0.05%	186
2020 Q3	$443K	Buy	8,213 +847	+11%	+$46.9K	0.05%	193
2020 Q2	$363K	Buy	7,366 +2,304	+46%	+$108K	0.04%	239
2020 Q1	$223K	Buy	+5,062	New	+$330K	0.03%	279

Other funds holding BUD

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BCF

BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.94B AUM 13.53% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Altium Wealth Management's BUD Position: Q2 2022 in Review

Altium Wealth Management sold out of AB InBev (BUD) in Q2 2022, closing a stake of 4,269 shares — an estimated $256K sold.

Altium Wealth Management first reported a position in BUD in Q1 2020 and held it in 9 quarters. The position peaked at $520K in Q4 2020. 513 funds tracked by Wall St. Rank hold BUD as of Q2 2022.

Altium Wealth Management reported no remaining AB InBev position as of Q2 2022 after selling out during the quarter.
Altium Wealth Management sold 4,269 AB InBev shares in Q2 2022, an estimated $256K.
Altium Wealth Management first reported a position in AB InBev in Q1 2020 and held it in 9 quarters.
Altium Wealth Management's AB InBev position peaked at $520K in Q4 2020.
513 funds tracked by Wall St. Rank held AB InBev as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.