Cetera Investment Advisers
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Cetera Investment Advisers’s Boston Beer SAM Stock Holding History

Cetera Investment Advisers’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
2026
Q1 		$386K Sell
1,675
-689
-29% -$155K ﹤0.01% 3753
2025
Q4 		$461K Buy
2,364
+670
+40% +$138K ﹤0.01% 3504
2025
Q3 		$358K Buy
1,694
+41
+2% +$8.72K ﹤0.01% 3682
2025
Q2 		$315K Buy
1,653
+251
+18% +$57.8K ﹤0.01% 3351
2025
Q1 		$335K Buy
1,402
+133
+10% +$32.4K ﹤0.01% 3175
2024
Q4 		$381K Buy
1,269
+56
+5% +$16.9K ﹤0.01% 2912
2024
Q3 		$351K Sell
1,213
-66
-5% -$18.4K ﹤0.01% 2936
2024
Q2 		$390K Sell
1,279
-143
-10% -$41K ﹤0.01% 2790
2024
Q1 		$433K Buy
+1,422
New +$474K ﹤0.01% 2717
2023
Q1 		– Sell
-611
Closed -$201K – 2233
2022
Q4 		$201K Buy
+611
New +$222K ﹤0.01% 1901
2021
Q3 		– Sell
-501
Closed -$511K – 1861
2021
Q2 		$511K Buy
501
+159
+46% +$178K 0.01% 1115
2021
Q1 		$413K Sell
342
-134
-28% -$141K 0.01% 1084
2020
Q4 		$473K Buy
+476
New +$457K 0.01% 985

Other funds holding SAM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return