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Avantax Planning Partners’s AB InBev BUD Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-51
Closed -$4K – 407
2018
Q3 		$4K Buy
+51
New +$4.97K ﹤0.01% 1145
2018
Q2 		– Sell
-25
Closed -$3K – 410
2018
Q1 		$3K Buy
+25
New +$2.77K ﹤0.01% 1493

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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HMP
HS Management Partners New York $286M AUM 2.97% 1-Year Est. Return

Avantax Planning Partners's BUD Position: Q4 2018 in Review

Avantax Planning Partners sold out of AB InBev (BUD) in Q4 2018, closing a stake of 51 shares — an estimated $4K sold.

Avantax Planning Partners first reported a position in BUD in Q1 2018 and held it in 2 quarters. The position peaked at $4K in Q3 2018. 513 funds tracked by Wall St. Rank hold BUD as of Q4 2018.

  • Avantax Planning Partners reported no remaining AB InBev position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 51 AB InBev shares in Q4 2018, an estimated $4K.
  • Avantax Planning Partners first reported a position in AB InBev in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's AB InBev position peaked at $4K in Q3 2018.
  • 513 funds tracked by Wall St. Rank held AB InBev as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.