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

Other funds holding BUD

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

BCF

BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.6B AUM 16.18% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VAM

Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

YorkBridge Wealth Partners's BUD Position: Q1 2020 in Review

YorkBridge Wealth Partners sold out of AB InBev (BUD) in Q1 2020, closing a stake of 5,696 shares — an estimated $467K sold.

YorkBridge Wealth Partners first reported a position in BUD in Q4 2016 and held it in 13 quarters. The position peaked at $467K in Q4 2019. 452 funds tracked by Wall St. Rank hold BUD as of Q1 2020.

YorkBridge Wealth Partners reported no remaining AB InBev position as of Q1 2020 after selling out during the quarter.
YorkBridge Wealth Partners sold 5,696 AB InBev shares in Q1 2020, an estimated $467K.
YorkBridge Wealth Partners first reported a position in AB InBev in Q4 2016 and held it in 13 quarters.
YorkBridge Wealth Partners's AB InBev position peaked at $467K in Q4 2019.
452 funds tracked by Wall St. Rank held AB InBev as of Q1 2020.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2020, filed 16 Apr 2020.