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Circle Wealth Management’s AB InBev BUD Stock Holding History

Circle 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
2020
Q2 		– Sell
-9,420
Closed -$418K – 204
2020
Q1 		$418K Buy
+9,420
New +$615K 0.08% 117

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ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BCF
BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.94B AUM 13.53% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Circle Wealth Management's BUD Position: Q2 2020 in Review

Circle Wealth Management sold out of AB InBev (BUD) in Q2 2020, closing a stake of 9,420 shares — an estimated $418K sold.

Circle Wealth Management first reported a position in BUD in Q1 2020 and held it in 1 quarter. The position peaked at $418K in Q1 2020. 458 funds tracked by Wall St. Rank hold BUD as of Q2 2020.

  • Circle Wealth Management reported no remaining AB InBev position as of Q2 2020 after selling out during the quarter.
  • Circle Wealth Management sold 9,420 AB InBev shares in Q2 2020, an estimated $418K.
  • Circle Wealth Management first reported a position in AB InBev in Q1 2020 and held it in 1 quarter.
  • Circle Wealth Management's AB InBev position peaked at $418K in Q1 2020.
  • 458 funds tracked by Wall St. Rank held AB InBev as of Q2 2020.

Based on Circle Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.