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Kellett Wealth Advisors’s Ambev ABEV Stock Holding History

Kellett Wealth Advisors’s Portfolio ABEV Stock Details ABEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-10,000
Closed -$28.2K – 59
2023
Q1 		$28.2K Hold
10,000
– – 0.03% 55
2022
Q4 		$27.2K Buy
+10,000
New +$29.1K 0.03% 54

Other funds holding ABEV

First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $639M AUM 23.31% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Kellett Wealth Advisors's ABEV Position: Q2 2023 in Review

Kellett Wealth Advisors sold out of Ambev (ABEV) in Q2 2023, closing a stake of 10,000 shares — an estimated $28.2K sold.

Kellett Wealth Advisors first reported a position in ABEV in Q4 2022 and held it in 2 quarters. The position peaked at $28.2K in Q1 2023. 328 funds tracked by Wall St. Rank hold ABEV as of Q2 2023.

  • Kellett Wealth Advisors reported no remaining Ambev position as of Q2 2023 after selling out during the quarter.
  • Kellett Wealth Advisors sold 10,000 Ambev shares in Q2 2023, an estimated $28.2K.
  • Kellett Wealth Advisors first reported a position in Ambev in Q4 2022 and held it in 2 quarters.
  • Kellett Wealth Advisors's Ambev position peaked at $28.2K in Q1 2023.
  • 328 funds tracked by Wall St. Rank held Ambev as of Q2 2023.

Based on Kellett Wealth Advisors's 13F filing for Q2 2023, filed 8 Aug 2023.