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Vahanian & Associates Financial Planning’s AB InBev BUD Stock Holding History

Vahanian & Associates Financial Planning’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 		$286K Sell
4,424
-1,200
-21% -$70.9K 1.13% 32
2023
Q3 		$311K Buy
+5,624
New +$319K 1% 38
2022
Q1 		– Sell
-4,788
Closed -$290K – 75
2021
Q4 		$290K Buy
+4,788
New +$279K 0.23% 124

Other funds holding BUD

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Vahanian & Associates Financial Planning's BUD Position: Q4 2023 in Review

Vahanian & Associates Financial Planning reduced its AB InBev (BUD) stake by 21% in Q4 2023, selling an estimated $70.9K and leaving 4,424 shares worth $286K. The position accounts for 1.13% of the portfolio, ranked #32.

Vahanian & Associates Financial Planning first reported a position in BUD in Q4 2021 and has held it in 3 quarters since. The position peaked at $311K in Q3 2023. 512 funds tracked by Wall St. Rank hold BUD as of Q4 2023.

  • Vahanian & Associates Financial Planning held 4,424 shares of AB InBev worth $286K as of Q4 2023.
  • Vahanian & Associates Financial Planning sold 1,200 AB InBev shares in Q4 2023, an estimated $70.9K.
  • AB InBev made up 1.13% of Vahanian & Associates Financial Planning's portfolio in Q4 2023, its #32 holding.
  • Vahanian & Associates Financial Planning first reported a position in AB InBev in Q4 2021 and has held it in 3 quarters since.
  • Vahanian & Associates Financial Planning's AB InBev position peaked at $311K in Q3 2023.
  • 512 funds tracked by Wall St. Rank held AB InBev as of Q4 2023.

Based on Vahanian & Associates Financial Planning's 13F filing for Q4 2023, filed 25 Jan 2024.