AWS
SAM icon

Atria Wealth Solutions’s Boston Beer SAM Stock Holding History

Atria Wealth Solutions’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
Q4 		– Sell
-559
Closed -$218K – 2012
2023
Q3 		$218K Buy
+559
New +$196K ﹤0.01% 1643

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Candlestick Capital Management Greenwich, Connecticut $4.12B AUM 50.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Atria Wealth Solutions's SAM Position: Q4 2023 in Review

Atria Wealth Solutions sold out of Boston Beer (SAM) in Q4 2023, closing a stake of 559 shares — an estimated $218K sold.

Atria Wealth Solutions first reported a position in SAM in Q3 2023 and held it in 1 quarter. The position peaked at $218K in Q3 2023. 341 funds tracked by Wall St. Rank hold SAM as of Q4 2023.

  • Atria Wealth Solutions reported no remaining Boston Beer position as of Q4 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 559 Boston Beer shares in Q4 2023, an estimated $218K.
  • Atria Wealth Solutions first reported a position in Boston Beer in Q3 2023 and held it in 1 quarter.
  • Atria Wealth Solutions's Boston Beer position peaked at $218K in Q3 2023.
  • 341 funds tracked by Wall St. Rank held Boston Beer as of Q4 2023.

Based on Atria Wealth Solutions's 13F filing for Q4 2023, filed 2 Feb 2024.