Curi Wealth Management’s AB InBev BUD Stock Holding History

Curi 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
2021 Q1	–	Sell	-78	Closed	-$5K	–	151
2020 Q4	$5K	Buy	+78	New	+$4.93K	﹤0.01%	300

Other funds holding BUD

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

BCF

BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.94B AUM 13.53% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Curi Wealth Management's BUD Position: Q1 2021 in Review

Curi Wealth Management sold out of AB InBev (BUD) in Q1 2021, closing a stake of 78 shares — an estimated $5K sold.

Curi Wealth Management first reported a position in BUD in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 505 funds tracked by Wall St. Rank hold BUD as of Q1 2021.

Curi Wealth Management reported no remaining AB InBev position as of Q1 2021 after selling out during the quarter.
Curi Wealth Management sold 78 AB InBev shares in Q1 2021, an estimated $5K.
Curi Wealth Management first reported a position in AB InBev in Q4 2020 and held it in 1 quarter.
Curi Wealth Management's AB InBev position peaked at $5K in Q4 2020.
505 funds tracked by Wall St. Rank held AB InBev as of Q1 2021.

Based on Curi Wealth Management's 13F filing for Q1 2021, filed 29 Apr 2021.