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Brandywine Oak Private Wealth’s Boston Beer SAM Stock Holding History

Brandywine Oak Private Wealth’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
Q1 		– Sell
-66
Closed -$15K – 542
2018
Q4 		$15K Buy
+66
New +$18.5K ﹤0.01% 472

Other funds holding SAM

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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
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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Brandywine Oak Private Wealth's SAM Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of Boston Beer (SAM) in Q1 2019, closing a stake of 66 shares — an estimated $15K sold.

Brandywine Oak Private Wealth first reported a position in SAM in Q4 2018 and held it in 1 quarter. The position peaked at $15K in Q4 2018. 266 funds tracked by Wall St. Rank hold SAM as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining Boston Beer position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 66 Boston Beer shares in Q1 2019, an estimated $15K.
  • Brandywine Oak Private Wealth first reported a position in Boston Beer in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's Boston Beer position peaked at $15K in Q4 2018.
  • 266 funds tracked by Wall St. Rank held Boston Beer as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.