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BerganKDV Wealth Management’s Ambev ABEV Stock Holding History

BerganKDV Wealth Management’s Portfolio ABEV Stock Details ABEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-6,658
Closed -$17K – 956
2022
Q2 		$17K Hold
6,658
– – ﹤0.01% 508
2022
Q1 		$22K Buy
6,658
+4,905
+280% +$13.7K ﹤0.01% 502
2021
Q4 		$5K Sell
1,753
-4,905
-74% -$14.1K ﹤0.01% 768
2021
Q3 		$18K Sell
6,658
-12,822
-66% -$40.6K ﹤0.01% 541
2021
Q2 		$67K Sell
19,480
-2,486
-11% -$8.09K 0.01% 353
2021
Q1 		$60K Sell
21,966
-366,415
-94% -$1.03M 0.01% 349
2020
Q4 		$1.19M Buy
388,381
+3,661
+1% +$9.87K 0.17% 102
2020
Q3 		$869K Sell
384,720
-29,387
-7% -$73.7K 0.14% 110
2020
Q2 		$1.09M Buy
414,107
+5,304
+1% +$12.5K 0.19% 94
2020
Q1 		$940K Buy
408,803
+108,452
+36% +$392K 0.19% 89
2019
Q4 		$1.4M Sell
300,351
-36,361
-11% -$161K 0.25% 89
2019
Q3 		$1.56M Buy
336,712
+335,889
+40,813% +$1.61M 0.31% 73
2019
Q2 		$4K Hold
823
– – ﹤0.01% 594
2019
Q1 		$4K Hold
823
– – ﹤0.01% 598
2018
Q4 		$3K Buy
+823
New +$3.51K ﹤0.01% 582

Other funds holding ABEV

First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $639M AUM 23.31% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BerganKDV Wealth Management's ABEV Position: Q3 2022 in Review

BerganKDV Wealth Management sold out of Ambev (ABEV) in Q3 2022, closing a stake of 6,658 shares — an estimated $17K sold.

BerganKDV Wealth Management first reported a position in ABEV in Q4 2018 and held it in 15 quarters. The position peaked at $1.56M in Q3 2019. 294 funds tracked by Wall St. Rank hold ABEV as of Q3 2022.

  • BerganKDV Wealth Management reported no remaining Ambev position as of Q3 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 6,658 Ambev shares in Q3 2022, an estimated $17K.
  • BerganKDV Wealth Management first reported a position in Ambev in Q4 2018 and held it in 15 quarters.
  • BerganKDV Wealth Management's Ambev position peaked at $1.56M in Q3 2019.
  • 294 funds tracked by Wall St. Rank held Ambev as of Q3 2022.

Based on BerganKDV Wealth Management's 13F filing for Q3 2022, filed 24 Oct 2022.