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Realta Investment Advisors’s AB InBev BUD Stock Holding History

Realta Investment 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
2023
Q4 		– Sell
-8,867
Closed -$503K – 475
2023
Q3 		$503K Hold
8,867
– – 0.12% 209
2023
Q2 		$503K Sell
8,867
-2,797
-24% -$169K 0.11% 219
2023
Q1 		$778K Sell
11,664
-2,064
-15% -$125K 0.19% 132
2022
Q4 		$824K Sell
13,728
-203
-1% -$10.9K 0.2% 129
2022
Q3 		$629K Sell
13,931
-304
-2% -$15.7K 0.16% 156
2022
Q2 		$784K Buy
14,235
+265
+2% +$14.9K 0.19% 124
2022
Q1 		$839K Buy
13,970
+40
+0.3% +$2.47K 0.17% 136
2021
Q4 		$843K Buy
13,930
+24
+0.2% +$1.4K 0.19% 135
2021
Q3 		$784K Buy
13,906
+1,063
+8% +$66.7K 0.18% 138
2021
Q2 		$925K Sell
12,843
-240
-2% -$17.5K 0.22% 117
2021
Q1 		$822K Buy
13,083
+883
+7% +$57K 0.22% 124
2020
Q4 		$853K Buy
12,200
+636
+5% +$40.2K 0.24% 96
2020
Q3 		$623K Buy
11,564
+585
+5% +$32.4K 0.21% 113
2020
Q2 		$541K Buy
10,979
+1,786
+19% +$83.5K 0.18% 148
2020
Q1 		$406K Buy
9,193
+1,014
+12% +$66.2K 0.17% 159
2019
Q4 		$654K Buy
8,179
+330
+4% +$27.5K 0.18% 145
2019
Q3 		$750K Sell
7,849
-59
-0.7% -$5.6K 0.2% 111
2019
Q2 		$702K Buy
7,908
+1,051
+15% +$90.1K 0.19% 126
2019
Q1 		$572K Buy
+6,857
New +$527K 0.26% 123

Other funds holding BUD

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Realta Investment Advisors's BUD Position: Q4 2023 in Review

Realta Investment Advisors sold out of AB InBev (BUD) in Q4 2023, closing a stake of 8,867 shares — an estimated $503K sold.

Realta Investment Advisors first reported a position in BUD in Q1 2019 and held it in 19 quarters. The position peaked at $925K in Q2 2021. 514 funds tracked by Wall St. Rank hold BUD as of Q4 2023.

  • Realta Investment Advisors reported no remaining AB InBev position as of Q4 2023 after selling out during the quarter.
  • Realta Investment Advisors sold 8,867 AB InBev shares in Q4 2023, an estimated $503K.
  • Realta Investment Advisors first reported a position in AB InBev in Q1 2019 and held it in 19 quarters.
  • Realta Investment Advisors's AB InBev position peaked at $925K in Q2 2021.
  • 514 funds tracked by Wall St. Rank held AB InBev as of Q4 2023.

Based on Realta Investment Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.