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West Financial Advisors’s Ambev ABEV Stock Holding History

West Financial Advisors’s Portfolio ABEV Stock Details ABEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,575
Closed -$4.06K – 158
2023
Q3 		$4.06K Hold
1,575
– – ﹤0.01% 160
2023
Q2 		$5.01K Buy
+1,575
New +$4.63K ﹤0.01% 141

Other funds holding ABEV

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First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $639M AUM 23.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

West Financial Advisors's ABEV Position: Q4 2023 in Review

West Financial Advisors sold out of Ambev (ABEV) in Q4 2023, closing a stake of 1,575 shares — an estimated $4.06K sold.

West Financial Advisors first reported a position in ABEV in Q2 2023 and held it in 2 quarters. The position peaked at $5.01K in Q2 2023. 345 funds tracked by Wall St. Rank hold ABEV as of Q4 2023.

  • West Financial Advisors reported no remaining Ambev position as of Q4 2023 after selling out during the quarter.
  • West Financial Advisors sold 1,575 Ambev shares in Q4 2023, an estimated $4.06K.
  • West Financial Advisors first reported a position in Ambev in Q2 2023 and held it in 2 quarters.
  • West Financial Advisors's Ambev position peaked at $5.01K in Q2 2023.
  • 345 funds tracked by Wall St. Rank held Ambev as of Q4 2023.

Based on West Financial Advisors's 13F filing for Q4 2023, filed 11 Jan 2024.