Independent Wealth Network’s AB InBev BUD Stock Holding History

Independent Wealth Network’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 Q2	–	Sell	-5,147	Closed	-$343K	–	211
2023 Q1	$343K	Sell	5,147 -274	-5%	-$16.6K	0.22%	114
2022 Q4	$325K	Buy	5,421 +117	+2%	+$6.28K	0.22%	115
2022 Q3	$240K	Buy	5,304 +193	+4%	+$10K	0.19%	143
2022 Q2	$276K	Buy	5,111 +402	+9%	+$22.6K	0.2%	129
2022 Q1	$283K	Buy	4,709 +569	+14%	+$35.1K	0.18%	144
2021 Q4	$251K	Buy	4,140 +204	+5%	+$11.9K	0.15%	163
2021 Q3	$239K	Buy	+3,936	New	+$247K	0.16%	167

Other funds holding BUD

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Independent Wealth Network's BUD Position: Q2 2023 in Review

Independent Wealth Network sold out of AB InBev (BUD) in Q2 2023, closing a stake of 5,147 shares — an estimated $343K sold.

Independent Wealth Network first reported a position in BUD in Q3 2021 and held it in 7 quarters. The position peaked at $343K in Q1 2023. 488 funds tracked by Wall St. Rank hold BUD as of Q2 2023.

Independent Wealth Network reported no remaining AB InBev position as of Q2 2023 after selling out during the quarter.
Independent Wealth Network sold 5,147 AB InBev shares in Q2 2023, an estimated $343K.
Independent Wealth Network first reported a position in AB InBev in Q3 2021 and held it in 7 quarters.
Independent Wealth Network's AB InBev position peaked at $343K in Q1 2023.
488 funds tracked by Wall St. Rank held AB InBev as of Q2 2023.

Based on Independent Wealth Network's 13F filing for Q2 2023, filed 12 Jul 2023.