Kathleen S. Wright Associates’s AB InBev BUD Stock Holding History

Kathleen S. Wright Associates’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 Q1	–	Sell	-1,200	Closed	-$72K	–	168
2022 Q4	$72K	Sell	1,200 -2,075	-63%	-$111K	0.05%	106
2022 Q3	$148K	Sell	3,275 -200	-6%	-$10.4K	0.12%	86
2022 Q2	$187K	Hold	3,475	–	–	0.16%	78
2022 Q1	$209K	Hold	3,475	–	–	0.15%	77
2021 Q4	$210K	Buy	+3,475	New	+$202K	0.15%	78

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

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

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

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

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

Kathleen S. Wright Associates's BUD Position: Q1 2023 in Review

Kathleen S. Wright Associates sold out of AB InBev (BUD) in Q1 2023, closing a stake of 1,200 shares — an estimated $72K sold.

Kathleen S. Wright Associates first reported a position in BUD in Q4 2021 and held it in 5 quarters. The position peaked at $210K in Q4 2021. 502 funds tracked by Wall St. Rank hold BUD as of Q1 2023.

Kathleen S. Wright Associates reported no remaining AB InBev position as of Q1 2023 after selling out during the quarter.
Kathleen S. Wright Associates sold 1,200 AB InBev shares in Q1 2023, an estimated $72K.
Kathleen S. Wright Associates first reported a position in AB InBev in Q4 2021 and held it in 5 quarters.
Kathleen S. Wright Associates's AB InBev position peaked at $210K in Q4 2021.
502 funds tracked by Wall St. Rank held AB InBev as of Q1 2023.

Based on Kathleen S. Wright Associates's 13F filing for Q1 2023, filed 21 Apr 2023.