Williams Jones Wealth Management’s Ambev ABEV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
– Sell
-16,151
Closed -$45.2K – 548
2023
Q4
$45.2K Hold
16,151
– – ﹤0.01% 525
2023
Q3
$41.7K Sell
16,151
-1,151
-7% -$3.33K ﹤0.01% 531
2023
Q2
$55K Buy
17,302
+1,151
+7% +$3.39K ﹤0.01% 511
2023
Q1
$45.5K Hold
16,151
– – ﹤0.01% 544
2022
Q4
$43.9K Hold
16,151
– – ﹤0.01% 541
2022
Q3
$46K Sell
16,151
-1,581
-9% -$4.48K ﹤0.01% 552
2022
Q2
$45K Buy
+17,732
New +$50.6K ﹤0.01% 552

Other funds holding ABEV

Williams Jones Wealth Management's ABEV Position: Q1 2024 in Review

Williams Jones Wealth Management sold out of Ambev (ABEV) in Q1 2024, closing a stake of 16,151 shares — an estimated $45.2K sold.

Williams Jones Wealth Management first reported a position in ABEV in Q2 2022 and held it in 7 quarters. The position peaked at $55K in Q2 2023. 349 funds tracked by Wall St. Rank hold ABEV as of Q1 2024.

  • Williams Jones Wealth Management reported no remaining Ambev position as of Q1 2024 after selling out during the quarter.
  • Williams Jones Wealth Management sold 16,151 Ambev shares in Q1 2024, an estimated $45.2K.
  • Williams Jones Wealth Management first reported a position in Ambev in Q2 2022 and held it in 7 quarters.
  • Williams Jones Wealth Management's Ambev position peaked at $55K in Q2 2023.
  • 349 funds tracked by Wall St. Rank held Ambev as of Q1 2024.

Based on Williams Jones Wealth Management's 13F filing for Q1 2024, filed 7 May 2024.