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GoalVest Advisory’s AB InBev BUD Stock Holding History

GoalVest Advisory’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
Q4 		– Sell
-500
Closed -$33.1K – 387
2024
Q3 		$33.1K Hold
500
– – 0.01% 222
2024
Q2 		$29.1K Hold
500
– – 0.01% 206
2024
Q1 		$30.4K Sell
500
-535
-52% -$33.5K 0.01% 228
2023
Q4 		$66.9K Buy
1,035
+850
+459% +$50.2K 0.03% 119
2023
Q3 		$10.2K Buy
+185
New +$10.5K 0.01% 279
2022
Q2 		– Sell
-8,024
Closed -$482K – 330
2022
Q1 		$482K Buy
+8,024
New +$495K 0.27% 86
2021
Q2 		$1.04M Sell
14,490
-8,431
-37% -$615K 0.65% 46
2021
Q1 		$1.44M Buy
22,921
+4,914
+27% +$317K 1.07% 26
2020
Q4 		$1.26M Buy
+18,007
New +$1.14M 1.06% 27

Other funds holding BUD

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GoalVest Advisory's BUD Position: Q4 2024 in Review

GoalVest Advisory sold out of AB InBev (BUD) in Q4 2024, closing a stake of 500 shares — an estimated $33.1K sold.

GoalVest Advisory first reported a position in BUD in Q4 2020 and held it in 9 quarters. The position peaked at $1.44M in Q1 2021. 484 funds tracked by Wall St. Rank hold BUD as of Q4 2024.

  • GoalVest Advisory reported no remaining AB InBev position as of Q4 2024 after selling out during the quarter.
  • GoalVest Advisory sold 500 AB InBev shares in Q4 2024, an estimated $33.1K.
  • GoalVest Advisory first reported a position in AB InBev in Q4 2020 and held it in 9 quarters.
  • GoalVest Advisory's AB InBev position peaked at $1.44M in Q1 2021.
  • 484 funds tracked by Wall St. Rank held AB InBev as of Q4 2024.

Based on GoalVest Advisory's 13F filing for Q4 2024, filed 17 Jan 2025.