Buckley Wealth Management’s AB InBev BUD Stock Holding History

Buckley 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 Q3	–	Sell	-4,504	Closed	-$255K	–	102
2023 Q2	$255K	Buy	+4,504	New	+$272K	0.09%	110
2022 Q3	–	Sell	-4,638	Closed	-$250K	–	115
2022 Q2	$250K	Buy	4,638 +797	+21%	+$44.8K	0.08%	125
2022 Q1	$231K	Buy	+3,841	New	+$237K	0.06%	141

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Buckley Wealth Management's BUD Position: Q3 2023 in Review

Buckley Wealth Management sold out of AB InBev (BUD) in Q3 2023, closing a stake of 4,504 shares — an estimated $255K sold.

Buckley Wealth Management first reported a position in BUD in Q1 2022 and held it in 3 quarters. The position peaked at $255K in Q2 2023. 479 funds tracked by Wall St. Rank hold BUD as of Q3 2023.

Buckley Wealth Management reported no remaining AB InBev position as of Q3 2023 after selling out during the quarter.
Buckley Wealth Management sold 4,504 AB InBev shares in Q3 2023, an estimated $255K.
Buckley Wealth Management first reported a position in AB InBev in Q1 2022 and held it in 3 quarters.
Buckley Wealth Management's AB InBev position peaked at $255K in Q2 2023.
479 funds tracked by Wall St. Rank held AB InBev as of Q3 2023.

Based on Buckley Wealth Management's 13F filing for Q3 2023, filed 13 Oct 2023.