Hall Private Wealth Advisors’s AB InBev BUD Stock Holding History

Hall Private 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
2023 Q3	$273K	Sell	4,938 -12,943	-72%	-$734K	0.18%	36
2023 Q2	$1.01M	Sell	17,881 -83,049	-82%	-$5.02M	0.55%	29
2023 Q1	$6.74M	Sell	100,930 -11,585	-10%	-$700K	3.51%	12
2022 Q4	$6.76M	Sell	112,515 -14,255	-11%	-$766K	3.84%	10
2022 Q3	$5.72M	Sell	126,770 -6,579	-5%	-$341K	3.3%	12
2022 Q2	$7.19M	Buy	133,349 +15,589	+13%	+$875K	4.04%	12
2022 Q1	$7.07M	Buy	117,760 +15,840	+16%	+$977K	3.78%	14
2021 Q4	$6.17M	Buy	101,920 +1,235	+1%	+$71.8K	3.83%	12
2021 Q3	$5.68M	Buy	100,685 +24,218	+32%	+$1.52M	3.62%	13
2021 Q2	$5.51M	Buy	+76,467	New	+$5.58M	3.58%	11
2020 Q4	$2.54M	Buy	+36,396	New	+$2.3M	2.1%	14

Other funds holding BUD

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Hall Private Wealth Advisors's BUD Position: Q3 2023 in Review

Hall Private Wealth Advisors reduced its AB InBev (BUD) stake by 72% in Q3 2023, selling an estimated $734K and leaving 4,938 shares worth $273K. The position accounts for 0.18% of the portfolio, ranked #36.

Hall Private Wealth Advisors first reported a position in BUD in Q4 2020 and has held it in 11 quarters since. The position peaked at $7.19M in Q2 2022. 477 funds tracked by Wall St. Rank hold BUD as of Q3 2023.

Hall Private Wealth Advisors held 4,938 shares of AB InBev worth $273K as of Q3 2023.
Hall Private Wealth Advisors sold 12,943 AB InBev shares in Q3 2023, an estimated $734K.
AB InBev made up 0.18% of Hall Private Wealth Advisors's portfolio in Q3 2023, its #36 holding.
Hall Private Wealth Advisors first reported a position in AB InBev in Q4 2020 and has held it in 11 quarters since.
Hall Private Wealth Advisors's AB InBev position peaked at $7.19M in Q2 2022.
477 funds tracked by Wall St. Rank held AB InBev as of Q3 2023.

Based on Hall Private Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.