Souders Financial Advisors’s AB InBev BUD Stock Holding History

Souders Financial 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 Q2	–	Sell	-10,828	Closed	-$723K	–	148
2023 Q1	$723K	Sell	10,828 -337	-3%	-$20.4K	0.15%	96
2022 Q4	$670K	Sell	11,165 -171	-2%	-$9.18K	0.15%	99
2022 Q3	$512K	Sell	11,336 -560	-5%	-$29K	0.14%	107
2022 Q2	$642K	Sell	11,896 -123	-1%	-$6.91K	0.18%	93
2022 Q1	$722K	Buy	12,019 +595	+5%	+$36.7K	0.21%	94
2021 Q4	$692K	Buy	11,424 +556	+5%	+$32.3K	0.2%	92
2021 Q3	$613K	Buy	10,868 +281	+3%	+$17.6K	0.2%	95
2021 Q2	$762K	Buy	10,587 +672	+7%	+$49K	0.26%	78
2021 Q1	$623K	Buy	9,915 +1,063	+12%	+$68.7K	0.24%	78
2020 Q4	$619K	Buy	8,852 +203	+2%	+$12.8K	0.27%	72
2020 Q3	$576K	Buy	+8,649	New	+$479K	0.27%	72

Other funds holding BUD

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return