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Valley Wealth Managers’s AB InBev BUD Stock Holding History

Valley Wealth Managers’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
-655
Closed -$38.1K – 410
2024
Q2 		$38.1K Buy
+655
New +$40.1K ﹤0.01% 229
2017
Q1 		– Sell
-21
Closed -$2K – 212
2016
Q4 		$2K Buy
+21
New +$2.35K ﹤0.01% 219

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

Valley Wealth Managers's BUD Position: Q3 2024 in Review

Valley Wealth Managers sold out of AB InBev (BUD) in Q3 2024, closing a stake of 655 shares — an estimated $38.1K sold.

Valley Wealth Managers first reported a position in BUD in Q4 2016 and held it in 2 quarters. The position peaked at $38.1K in Q2 2024. 517 funds tracked by Wall St. Rank hold BUD as of Q3 2024.

  • Valley Wealth Managers reported no remaining AB InBev position as of Q3 2024 after selling out during the quarter.
  • Valley Wealth Managers sold 655 AB InBev shares in Q3 2024, an estimated $38.1K.
  • Valley Wealth Managers first reported a position in AB InBev in Q4 2016 and held it in 2 quarters.
  • Valley Wealth Managers's AB InBev position peaked at $38.1K in Q2 2024.
  • 517 funds tracked by Wall St. Rank held AB InBev as of Q3 2024.

Based on Valley Wealth Managers's 13F filing for Q3 2024, filed 6 Nov 2024.