BSW Wealth Partners’s AB InBev BUD Stock Holding History

BSW Wealth 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
2022 Q3	–	Sell	-5,260	Closed	-$284K	–	272
2022 Q2	$284K	Sell	5,260 -1,209	-19%	-$67.9K	0.07%	201
2022 Q1	$389K	Buy	6,469 +974	+18%	+$60.1K	0.1%	162
2021 Q4	$333K	Sell	5,495 -83	-1%	-$4.83K	0.08%	179
2021 Q3	$314K	Buy	5,578 +334	+6%	+$21K	0.09%	175
2021 Q2	$378K	Buy	5,244 +1,024	+24%	+$74.7K	0.1%	134
2021 Q1	$265K	Buy	+4,220	New	+$273K	0.08%	161

Other funds holding BUD

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BCF

BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.6B AUM 16.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BSW Wealth Partners's BUD Position: Q3 2022 in Review

BSW Wealth Partners sold out of AB InBev (BUD) in Q3 2022, closing a stake of 5,260 shares — an estimated $284K sold.

BSW Wealth Partners first reported a position in BUD in Q1 2021 and held it in 6 quarters. The position peaked at $389K in Q1 2022. 462 funds tracked by Wall St. Rank hold BUD as of Q3 2022.

BSW Wealth Partners reported no remaining AB InBev position as of Q3 2022 after selling out during the quarter.
BSW Wealth Partners sold 5,260 AB InBev shares in Q3 2022, an estimated $284K.
BSW Wealth Partners first reported a position in AB InBev in Q1 2021 and held it in 6 quarters.
BSW Wealth Partners's AB InBev position peaked at $389K in Q1 2022.
462 funds tracked by Wall St. Rank held AB InBev as of Q3 2022.

Based on BSW Wealth Partners's 13F filing for Q3 2022, filed 14 Nov 2022.