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Accel Wealth Management’s Boston Beer SAM Stock Holding History

Accel Wealth Management’s Portfolio SAM Stock Details SAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-11
Closed -$3.62K – 721
2023
Q1 		$3.62K Hold
11
– – ﹤0.01% 1043
2022
Q4 		$3.63K Hold
11
– – ﹤0.01% 853
2022
Q3 		$4K Hold
11
– – ﹤0.01% 877
2022
Q2 		$4K Sell
11
-13
-54% -$4.52K ﹤0.01% 842
2022
Q1 		$9K Hold
24
– – ﹤0.01% 727
2021
Q4 		$12K Hold
24
– – 0.01% 682
2021
Q3 		$12K Hold
24
– – 0.01% 606
2021
Q2 		$24K Hold
24
– – 0.02% 496
2021
Q1 		$29K Sell
24
-20
-45% -$21K 0.02% 424
2020
Q4 		$44K Buy
+44
New +$42.2K 0.04% 318

Other funds holding SAM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Accel Wealth Management's SAM Position: Q2 2023 in Review

Accel Wealth Management sold out of Boston Beer (SAM) in Q2 2023, closing a stake of 11 shares — an estimated $3.62K sold.

Accel Wealth Management first reported a position in SAM in Q4 2020 and held it in 10 quarters. The position peaked at $44K in Q4 2020. 296 funds tracked by Wall St. Rank hold SAM as of Q2 2023.

  • Accel Wealth Management reported no remaining Boston Beer position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 11 Boston Beer shares in Q2 2023, an estimated $3.62K.
  • Accel Wealth Management first reported a position in Boston Beer in Q4 2020 and held it in 10 quarters.
  • Accel Wealth Management's Boston Beer position peaked at $44K in Q4 2020.
  • 296 funds tracked by Wall St. Rank held Boston Beer as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.