American Portfolios Advisors’s Boston Beer SAM Stock Holding History

American Portfolios Advisors’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
2022 Q3	$9.71K	Hold	30	–	–	﹤0.01%	2543
2022 Q2	$9.09K	Hold	30	–	–	﹤0.01%	2602
2022 Q1	$11.7K	Hold	30	–	–	﹤0.01%	2625
2021 Q4	$15.2K	Sell	30 -100	-77%	-$49.9K	﹤0.01%	2438
2021 Q3	$66.3K	Sell	130 -27	-17%	-$18.4K	﹤0.01%	1638
2021 Q2	$160K	Buy	157 +7	+5%	+$7.86K	0.01%	1215
2021 Q1	$181K	Buy	150 +120	+400%	+$126K	0.01%	1068
2020 Q4	$29.8K	Hold	30	–	–	﹤0.01%	1634
2020 Q3	$26.5K	Sell	30 -4	-12%	-$3.16K	﹤0.01%	1568
2020 Q2	$18.2K	Buy	34 +4	+13%	+$1.94K	﹤0.01%	1677
2020 Q1	$11K	Hold	30	–	–	﹤0.01%	1767
2019 Q4	$11.3K	Sell	30 -143	-83%	-$53.9K	﹤0.01%	1949
2019 Q3	$63K	Buy	173 +143	+477%	+$56.2K	0.01%	1184
2019 Q2	$11.3K	Hold	30	–	–	﹤0.01%	1863
2019 Q1	$8.84K	Hold	30	–	–	﹤0.01%	1874
2018 Q4	$7.22K	Hold	30	–	–	﹤0.01%	1742
2018 Q3	$8.63K	Hold	30	–	–	﹤0.01%	1804
2018 Q2	$8.99K	Hold	30	–	–	﹤0.01%	1761
2018 Q1	$5.67K	Hold	30	–	–	﹤0.01%	1841
2017 Q4	$5.73K	Buy	+30	New	+$5.36K	﹤0.01%	1786

Other funds holding SAM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

American Portfolios Advisors's SAM Position: Q3 2022 in Review

American Portfolios Advisors held its Boston Beer (SAM) position steady in Q3 2022 at 30 shares worth $9.71K. The position accounts for ﹤0.01% of the portfolio, ranked #2543.

American Portfolios Advisors first reported a position in SAM in Q4 2017 and has held it in 20 quarters since. The position peaked at $181K in Q1 2021. 300 funds tracked by Wall St. Rank hold SAM as of Q3 2022.

American Portfolios Advisors held 30 shares of Boston Beer worth $9.71K as of Q3 2022.
American Portfolios Advisors left its Boston Beer share count unchanged in Q3 2022.
Boston Beer made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2543 holding.
American Portfolios Advisors first reported a position in Boston Beer in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's Boston Beer position peaked at $181K in Q1 2021.
300 funds tracked by Wall St. Rank held Boston Beer as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.