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YorkBridge Wealth Partners’s AB InBev BUD Stock Holding History

YorkBridge Wealth Partners’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
2020
Q1 		– Sell
-5,696
Closed -$467K – 161
2019
Q4 		$467K Buy
5,696
+1,009
+22% +$84K 0.21% 111
2019
Q3 		$446K Buy
4,687
+261
+6% +$24.8K 0.22% 106
2019
Q2 		$392K Buy
4,426
+762
+21% +$65.3K 0.17% 116
2019
Q1 		$308K Buy
3,664
+677
+23% +$52K 0.14% 131
2018
Q4 		$197K Sell
2,987
-277
-8% -$21.2K 0.1% 151
2018
Q3 		$282K Buy
3,264
+105
+3% +$10.2K 0.13% 140
2018
Q2 		$318K Buy
3,159
+450
+17% +$44.6K 0.14% 140
2018
Q1 		$285K Buy
2,709
+238
+10% +$26.4K 0.13% 148
2017
Q4 		$264K Buy
2,471
+279
+13% +$32.8K 0.13% 153
2017
Q3 		$262K Sell
2,192
-145
-6% -$17K 0.14% 146
2017
Q2 		$258K Sell
2,337
-1,002
-30% -$115K 0.14% 143
2017
Q1 		$375K Buy
3,339
+1,170
+54% +$126K 0.2% 106
2016
Q4 		$225K Buy
+2,169
New +$243K 0.13% 146

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Morgan Stanley
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VAM
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return