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Aevitas Wealth Management’s Boston Beer SAM Stock Holding History

Aevitas 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
2019
Q2 		– Sell
-25
Closed -$7K – 289
2019
Q1 		$7K Hold
25
– – 0.01% 323
2018
Q4 		$6K Hold
25
– – 0.01% 336
2018
Q3 		$7K Hold
25
– – 0.01% 373
2018
Q2 		$7K Hold
25
– – 0.01% 352
2018
Q1 		$5K Hold
25
– – 0.01% 371
2017
Q4 		$5K Buy
+25
New +$4.47K ﹤0.01% 367

Other funds holding SAM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Aevitas Wealth Management's SAM Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Boston Beer (SAM) in Q2 2019, closing a stake of 25 shares — an estimated $7K sold.

Aevitas Wealth Management first reported a position in SAM in Q4 2017 and held it in 6 quarters. The position peaked at $7K in Q1 2019. 270 funds tracked by Wall St. Rank hold SAM as of Q2 2019.

  • Aevitas Wealth Management reported no remaining Boston Beer position as of Q2 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 25 Boston Beer shares in Q2 2019, an estimated $7K.
  • Aevitas Wealth Management first reported a position in Boston Beer in Q4 2017 and held it in 6 quarters.
  • Aevitas Wealth Management's Boston Beer position peaked at $7K in Q1 2019.
  • 270 funds tracked by Wall St. Rank held Boston Beer as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.