B. Riley Wealth Advisors’s Boston Beer SAM Stock Holding History

B. Riley Wealth 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
2021 Q2	–	Sell	-264	Closed	-$319K	–	1446
2021 Q1	$319K	Buy	264 +18	+7%	+$18.9K	0.01%	962
2020 Q4	$245K	Sell	246 -3	-1%	-$2.88K	0.01%	858
2020 Q3	$220K	Buy	+249	New	+$197K	0.01%	816
2015 Q1	–	Sell	-9	Closed	-$3	–	1711
2014 Q4	$3	Buy	+9	New	+$2.28K	﹤0.01%	3322

Other funds holding SAM

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

B. Riley Wealth Advisors's SAM Position: Q2 2021 in Review

B. Riley Wealth Advisors sold out of Boston Beer (SAM) in Q2 2021, closing a stake of 264 shares — an estimated $319K sold.

B. Riley Wealth Advisors first reported a position in SAM in Q4 2014 and held it in 4 quarters. The position peaked at $319K in Q1 2021. 453 funds tracked by Wall St. Rank hold SAM as of Q2 2021.

B. Riley Wealth Advisors reported no remaining Boston Beer position as of Q2 2021 after selling out during the quarter.
B. Riley Wealth Advisors sold 264 Boston Beer shares in Q2 2021, an estimated $319K.
B. Riley Wealth Advisors first reported a position in Boston Beer in Q4 2014 and held it in 4 quarters.
B. Riley Wealth Advisors's Boston Beer position peaked at $319K in Q1 2021.
453 funds tracked by Wall St. Rank held Boston Beer as of Q2 2021.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.