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Opal Wealth Advisors’s AB InBev BUD Stock Holding History

Opal Wealth Advisors’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
Q3 		– Sell
-164
Closed -$9.54K – 328
2024
Q2 		$9.54K Buy
+164
New +$10K ﹤0.01% 667
2021
Q4 		– Sell
-4,312
Closed -$243K – 128
2021
Q3 		$243K Sell
4,312
-145
-3% -$9.1K 0.23% 64
2021
Q2 		$321K Buy
4,457
+155
+4% +$11.3K 0.3% 47
2021
Q1 		$270K Sell
4,302
-15
-0.3% -$969 0.29% 53
2020
Q4 		$302K Buy
+4,317
New +$273K 0.38% 37

Other funds holding BUD

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Opal Wealth Advisors's BUD Position: Q3 2024 in Review

Opal Wealth Advisors sold out of AB InBev (BUD) in Q3 2024, closing a stake of 164 shares — an estimated $9.54K sold.

Opal Wealth Advisors first reported a position in BUD in Q4 2020 and held it in 5 quarters. The position peaked at $321K in Q2 2021. 517 funds tracked by Wall St. Rank hold BUD as of Q3 2024.

  • Opal Wealth Advisors reported no remaining AB InBev position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 164 AB InBev shares in Q3 2024, an estimated $9.54K.
  • Opal Wealth Advisors first reported a position in AB InBev in Q4 2020 and held it in 5 quarters.
  • Opal Wealth Advisors's AB InBev position peaked at $321K in Q2 2021.
  • 517 funds tracked by Wall St. Rank held AB InBev as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.