J.W. Cole Advisors’s AB InBev BUD Stock Holding History

J.W. Cole 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
2021 Q4	–	Sell	-3,973	Closed	-$224K	–	844
2021 Q3	$224K	Sell	3,973 -401	-9%	-$25.2K	0.02%	420
2021 Q2	$315K	Buy	4,374 +131	+3%	+$9.55K	0.02%	570
2021 Q1	$267K	Sell	4,243 -338	-7%	-$21.8K	0.03%	551
2020 Q4	$320K	Sell	4,581 -265	-5%	-$16.8K	0.03%	459
2020 Q3	$261K	Buy	+4,846	New	+$268K	0.02%	586

Other funds holding BUD

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

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

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

BCF

BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.6B AUM 16.18% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

J.W. Cole Advisors's BUD Position: Q4 2021 in Review

J.W. Cole Advisors sold out of AB InBev (BUD) in Q4 2021, closing a stake of 3,973 shares — an estimated $224K sold.

J.W. Cole Advisors first reported a position in BUD in Q3 2020 and held it in 5 quarters. The position peaked at $320K in Q4 2020. 513 funds tracked by Wall St. Rank hold BUD as of Q4 2021.

J.W. Cole Advisors reported no remaining AB InBev position as of Q4 2021 after selling out during the quarter.
J.W. Cole Advisors sold 3,973 AB InBev shares in Q4 2021, an estimated $224K.
J.W. Cole Advisors first reported a position in AB InBev in Q3 2020 and held it in 5 quarters.
J.W. Cole Advisors's AB InBev position peaked at $320K in Q4 2020.
513 funds tracked by Wall St. Rank held AB InBev as of Q4 2021.

Based on J.W. Cole Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.