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Concentric Wealth Management’s AB InBev BUD Stock Holding History

Concentric 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
2022
Q4 		– Sell
-25,257
Closed -$1.14M – 120
2022
Q3 		$1.14M Buy
25,257
+560
+2% +$29K 0.42% 70
2022
Q2 		$1.33M Buy
24,697
+1,345
+6% +$75.5K 0.45% 70
2022
Q1 		$1.4M Buy
23,352
+1,020
+5% +$62.9K 0.41% 71
2021
Q4 		$1.35M Buy
22,332
+260
+1% +$15.1K 0.38% 72
2021
Q3 		$1.24M Buy
22,072
+1,165
+6% +$73.1K 0.38% 71
2021
Q2 		$1.51M Buy
20,907
+2,097
+11% +$153K 0.46% 70
2021
Q1 		$1.18M Buy
18,810
+3,860
+26% +$249K 0.39% 71
2020
Q4 		$1.04M Buy
14,950
+1,290
+9% +$81.6K 0.38% 71
2020
Q3 		$736K Sell
13,660
-255
-2% -$14.1K 0.32% 73
2020
Q2 		$686K Sell
13,915
-685
-5% -$32K 0.32% 70
2020
Q1 		$644K Buy
14,600
+2,695
+23% +$176K 0.36% 70
2019
Q4 		$977K Buy
11,905
+4,145
+53% +$345K 0.42% 68
2019
Q3 		$738K Sell
7,760
-35
-0.4% -$3.32K 0.47% 57
2019
Q2 		$690K Buy
7,795
+1,620
+26% +$139K 0.45% 58
2019
Q1 		$519K Buy
6,175
+2,250
+57% +$173K 0.35% 63
2018
Q4 		$258K Buy
+3,925
New +$300K 0.2% 77

Other funds holding BUD

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Concentric Wealth Management's BUD Position: Q4 2022 in Review

Concentric Wealth Management sold out of AB InBev (BUD) in Q4 2022, closing a stake of 25,257 shares — an estimated $1.14M sold.

Concentric Wealth Management first reported a position in BUD in Q4 2018 and held it in 16 quarters. The position peaked at $1.51M in Q2 2021. 511 funds tracked by Wall St. Rank hold BUD as of Q4 2022.

  • Concentric Wealth Management reported no remaining AB InBev position as of Q4 2022 after selling out during the quarter.
  • Concentric Wealth Management sold 25,257 AB InBev shares in Q4 2022, an estimated $1.14M.
  • Concentric Wealth Management first reported a position in AB InBev in Q4 2018 and held it in 16 quarters.
  • Concentric Wealth Management's AB InBev position peaked at $1.51M in Q2 2021.
  • 511 funds tracked by Wall St. Rank held AB InBev as of Q4 2022.

Based on Concentric Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.