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Financial Synergies Wealth Advisors’s AB InBev BUD Stock Holding History

Financial Synergies Wealth Advisors’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
2024
Q2 		– Sell
-20
Closed -$1.22K – 125
2024
Q1 		$1.22K Buy
+20
New +$1.25K ﹤0.01% 381
2023
Q4 		– Sell
-20
Closed -$1.11K – 474
2023
Q3 		$1.11K Buy
20
+3
+18% +$170 ﹤0.01% 361
2023
Q2 		$965 Buy
+17
New +$1.03K ﹤0.01% 380
2022
Q4 		– Sell
-20
Closed -$904 – 466
2022
Q3 		$904 Buy
+20
New +$1.04K ﹤0.01% 312

Other funds holding BUD

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

Financial Synergies Wealth Advisors's BUD Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of AB InBev (BUD) in Q2 2024, closing a stake of 20 shares — an estimated $1.22K sold.

Financial Synergies Wealth Advisors first reported a position in BUD in Q3 2022 and held it in 4 quarters. The position peaked at $1.22K in Q1 2024. 506 funds tracked by Wall St. Rank hold BUD as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining AB InBev position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 20 AB InBev shares in Q2 2024, an estimated $1.22K.
  • Financial Synergies Wealth Advisors first reported a position in AB InBev in Q3 2022 and held it in 4 quarters.
  • Financial Synergies Wealth Advisors's AB InBev position peaked at $1.22K in Q1 2024.
  • 506 funds tracked by Wall St. Rank held AB InBev as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.