LWM Advisory Services’s AB InBev BUD Stock Holding History

LWM Advisory Services’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 Q4	–	Sell	-1,410	Closed	-$75.5K	–	92
2023 Q3	$75.5K	Buy	+1,410	New	+$79.9K	0.08%	86

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

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

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

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

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

LWM Advisory Services's BUD Position: Q4 2023 in Review

LWM Advisory Services sold out of AB InBev (BUD) in Q4 2023, closing a stake of 1,410 shares — an estimated $75.5K sold.

LWM Advisory Services first reported a position in BUD in Q3 2023 and held it in 1 quarter. The position peaked at $75.5K in Q3 2023. 514 funds tracked by Wall St. Rank hold BUD as of Q4 2023.

LWM Advisory Services reported no remaining AB InBev position as of Q4 2023 after selling out during the quarter.
LWM Advisory Services sold 1,410 AB InBev shares in Q4 2023, an estimated $75.5K.
LWM Advisory Services first reported a position in AB InBev in Q3 2023 and held it in 1 quarter.
LWM Advisory Services's AB InBev position peaked at $75.5K in Q3 2023.
514 funds tracked by Wall St. Rank held AB InBev as of Q4 2023.

Based on LWM Advisory Services's 13F filing for Q4 2023, filed 5 Feb 2024.