BerganKDV Wealth Management’s AB InBev BUD Stock Holding History

BerganKDV 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
2023 Q2	–	Sell	-219	Closed	-$14.6K	–	894
2023 Q1	$14.6K	Sell	219 -31	-12%	-$1.87K	﹤0.01%	547
2022 Q4	$15K	Buy	+250	New	+$13.4K	﹤0.01%	523
2022 Q3	–	Sell	-66	Closed	-$4K	–	973
2022 Q2	$4K	Hold	66	–	–	﹤0.01%	723
2022 Q1	$4K	Hold	66	–	–	﹤0.01%	746
2021 Q4	$4K	Sell	66 -41	-38%	-$2.38K	﹤0.01%	799
2021 Q3	$6K	Buy	+107	New	+$6.71K	﹤0.01%	717

Other funds holding BUD

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

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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

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

BerganKDV Wealth Management's BUD Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of AB InBev (BUD) in Q2 2023, closing a stake of 219 shares — an estimated $14.6K sold.

BerganKDV Wealth Management first reported a position in BUD in Q3 2021 and held it in 6 quarters. The position peaked at $15K in Q4 2022. 487 funds tracked by Wall St. Rank hold BUD as of Q2 2023.

BerganKDV Wealth Management reported no remaining AB InBev position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 219 AB InBev shares in Q2 2023, an estimated $14.6K.
BerganKDV Wealth Management first reported a position in AB InBev in Q3 2021 and held it in 6 quarters.
BerganKDV Wealth Management's AB InBev position peaked at $15K in Q4 2022.
487 funds tracked by Wall St. Rank held AB InBev as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.