Liberty Wealth Management’s AB InBev BUD Stock Holding History

Liberty Wealth Management’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	-562	Closed	-$31K	–	291
2021 Q3	$31K	Buy	562 +316	+128%	+$19.8K	0.01%	530
2021 Q2	$18K	Buy	246 +1	+0.4%	+$73	0.01%	528
2021 Q1	$15K	Hold	245	–	–	0.01%	509
2020 Q4	$15K	Sell	245 -318	-56%	-$20.1K	0.01%	507
2020 Q3	$30K	Sell	563 -13	-2%	-$720	0.02%	326
2020 Q2	$28K	Buy	576 +15	+3%	+$701	0.02%	326
2020 Q1	$25K	Sell	561 -20	-3%	-$1.3K	0.02%	316
2019 Q4	$48K	Buy	581 +1	+0.2%	+$83	0.04%	254
2019 Q3	$55K	Sell	580 -23	-4%	-$2.18K	0.05%	211
2019 Q2	$53K	Buy	603 +3	+0.5%	+$257	0.05%	239
2019 Q1	$50K	Buy	600 +33	+6%	+$2.54K	0.04%	202
2018 Q4	$37K	Buy	+567	New	+$43.4K	0.03%	219

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

Liberty Wealth Management's BUD Position: Q4 2021 in Review

Liberty Wealth Management sold out of AB InBev (BUD) in Q4 2021, closing a stake of 562 shares — an estimated $31K sold.

Liberty Wealth Management first reported a position in BUD in Q4 2018 and held it in 12 quarters. The position peaked at $55K in Q3 2019. 513 funds tracked by Wall St. Rank hold BUD as of Q4 2021.

Liberty Wealth Management reported no remaining AB InBev position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 562 AB InBev shares in Q4 2021, an estimated $31K.
Liberty Wealth Management first reported a position in AB InBev in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's AB InBev position peaked at $55K in Q3 2019.
513 funds tracked by Wall St. Rank held AB InBev as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.