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Regent Peak Wealth Advisors’s AB InBev BUD Stock Holding History

Regent Peak 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
2021
Q1 		– Sell
-120
Closed -$8K – 264
2020
Q4 		$8K Buy
+120
New +$7.59K ﹤0.01% 578

Other funds holding BUD

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BCF
BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.94B AUM 13.53% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Regent Peak Wealth Advisors's BUD Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of AB InBev (BUD) in Q1 2021, closing a stake of 120 shares — an estimated $8K sold.

Regent Peak Wealth Advisors first reported a position in BUD in Q4 2020 and held it in 1 quarter. The position peaked at $8K in Q4 2020. 505 funds tracked by Wall St. Rank hold BUD as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining AB InBev position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 120 AB InBev shares in Q1 2021, an estimated $8K.
  • Regent Peak Wealth Advisors first reported a position in AB InBev in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's AB InBev position peaked at $8K in Q4 2020.
  • 505 funds tracked by Wall St. Rank held AB InBev as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.