CA
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Clearstead Advisors’s Boston Beer SAM Stock Holding History

Clearstead 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
2026
Q1 		$1.15K Sell
5
-23
-82% -$5.17K ﹤0.01% 2016
2025
Q4 		$5.46K Sell
28
-310
-92% -$63.9K ﹤0.01% 2004
2025
Q3 		$71.5K Buy
338
+244
+260% +$51.9K ﹤0.01% 1162
2025
Q2 		$17.9K Buy
+94
New +$21.6K ﹤0.01% 1669
2024
Q1 		– Sell
-10
Closed -$3.46K – 1620
2023
Q4 		$3.46K Sell
10
-2
-17% -$701 ﹤0.01% 1210
2023
Q3 		$4.68K Buy
12
+6
+100% +$2.1K ﹤0.01% 1256
2023
Q2 		$1.85K Hold
6
– – ﹤0.01% 1168
2023
Q1 		$1.97K Hold
6
– – ﹤0.01% 1136
2022
Q4 		$1.98K Buy
+6
New +$2.18K ﹤0.01% 1092
2022
Q3 		– Sell
-5
Closed -$2K – 1345
2022
Q2 		$2K Buy
+5
New +$1.74K ﹤0.01% 1129

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