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West Financial Advisors’s AB InBev BUD Stock Holding History

West 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
Q4 		– Sell
-40
Closed -$2.21K – 165
2023
Q3 		$2.21K Hold
40
– – ﹤0.01% 173
2023
Q2 		$2.27K Buy
+40
New +$2.42K ﹤0.01% 151

Other funds holding BUD

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

West Financial Advisors sold out of AB InBev (BUD) in Q4 2023, closing a stake of 40 shares — an estimated $2.21K sold.

West Financial Advisors first reported a position in BUD in Q2 2023 and held it in 2 quarters. The position peaked at $2.27K in Q2 2023. 514 funds tracked by Wall St. Rank hold BUD as of Q4 2023.

  • West Financial Advisors reported no remaining AB InBev position as of Q4 2023 after selling out during the quarter.
  • West Financial Advisors sold 40 AB InBev shares in Q4 2023, an estimated $2.21K.
  • West Financial Advisors first reported a position in AB InBev in Q2 2023 and held it in 2 quarters.
  • West Financial Advisors's AB InBev position peaked at $2.27K in Q2 2023.
  • 514 funds tracked by Wall St. Rank held AB InBev as of Q4 2023.

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