DAS
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Dynamic Advisor Solutions’s Boston Beer SAM Stock Holding History

Dynamic Advisor 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
2022
Q2 		– Sell
-529
Closed -$206K – 766
2022
Q1 		$206K Sell
529
-102
-16% -$42.5K 0.01% 675
2021
Q4 		$319K Sell
631
-90
-12% -$44.9K 0.02% 546
2021
Q3 		$368K Buy
+721
New +$490K 0.03% 513
2020
Q3 		– Sell
-405
Closed -$217K – 643
2020
Q2 		$217K Buy
+405
New +$196K 0.03% 460

Other funds holding SAM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dynamic Advisor Solutions's SAM Position: Q2 2022 in Review

Dynamic Advisor Solutions sold out of Boston Beer (SAM) in Q2 2022, closing a stake of 529 shares — an estimated $206K sold.

Dynamic Advisor Solutions first reported a position in SAM in Q2 2020 and held it in 4 quarters. The position peaked at $368K in Q3 2021. 315 funds tracked by Wall St. Rank hold SAM as of Q2 2022.

  • Dynamic Advisor Solutions reported no remaining Boston Beer position as of Q2 2022 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 529 Boston Beer shares in Q2 2022, an estimated $206K.
  • Dynamic Advisor Solutions first reported a position in Boston Beer in Q2 2020 and held it in 4 quarters.
  • Dynamic Advisor Solutions's Boston Beer position peaked at $368K in Q3 2021.
  • 315 funds tracked by Wall St. Rank held Boston Beer as of Q2 2022.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2022, filed 27 Jul 2022.