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Long Island Wealth Management’s AB InBev BUD Stock Holding History

Long Island 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
2024
Q1 		– Sell
-1,363
Closed -$88K – 118
2023
Q4 		$88K Buy
+1,363
New +$80.5K 0.06% 101

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Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

Long Island Wealth Management's BUD Position: Q1 2024 in Review

Long Island Wealth Management sold out of AB InBev (BUD) in Q1 2024, closing a stake of 1,363 shares — an estimated $88K sold.

Long Island Wealth Management first reported a position in BUD in Q4 2023 and held it in 1 quarter. The position peaked at $88K in Q4 2023. 531 funds tracked by Wall St. Rank hold BUD as of Q1 2024.

  • Long Island Wealth Management reported no remaining AB InBev position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 1,363 AB InBev shares in Q1 2024, an estimated $88K.
  • Long Island Wealth Management first reported a position in AB InBev in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's AB InBev position peaked at $88K in Q4 2023.
  • 531 funds tracked by Wall St. Rank held AB InBev as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.