Icon Wealth Partners’s AB InBev BUD Stock Holding History

Icon Wealth Partners’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
2019 Q2	–	Sell	-80	Closed	-$7K	–	248
2019 Q1	$7K	Buy	+80	New	+$6.15K	﹤0.01%	713
2018 Q3	–	Sell	-137	Closed	-$14K	–	337
2018 Q2	$14K	Buy	+137	New	+$13.6K	0.01%	643
2018 Q1	–	Sell	-218	Closed	-$24K	–	327
2017 Q4	$24K	Buy	+218	New	+$25.6K	0.01%	568

Other funds holding BUD

ClearBridge Investments New York $115B AUM 24.78% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Icon Wealth Partners's BUD Position: Q2 2019 in Review

Icon Wealth Partners sold out of AB InBev (BUD) in Q2 2019, closing a stake of 80 shares — an estimated $7K sold.

Icon Wealth Partners first reported a position in BUD in Q4 2017 and held it in 3 quarters. The position peaked at $24K in Q4 2017. 507 funds tracked by Wall St. Rank hold BUD as of Q2 2019.

Icon Wealth Partners reported no remaining AB InBev position as of Q2 2019 after selling out during the quarter.
Icon Wealth Partners sold 80 AB InBev shares in Q2 2019, an estimated $7K.
Icon Wealth Partners first reported a position in AB InBev in Q4 2017 and held it in 3 quarters.
Icon Wealth Partners's AB InBev position peaked at $24K in Q4 2017.
507 funds tracked by Wall St. Rank held AB InBev as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.