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Financial Architects (New Jersey)’s Boston Beer SAM Stock Holding History

Financial Architects (New Jersey)’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
2020
Q3 		– Sell
-2
Closed -$1K – 663
2020
Q2 		$1K Hold
2
– – ﹤0.01% 830
2020
Q1 		$1K Hold
2
– – ﹤0.01% 826
2019
Q4 		$1K Hold
2
– – ﹤0.01% 885
2019
Q3 		$1K Hold
2
– – ﹤0.01% 968
2019
Q2 		$1K Sell
2
-130
-98% -$41.2K ﹤0.01% 1161
2019
Q1 		$39K Buy
132
+29
+28% +$7.93K 0.01% 684
2018
Q4 		$25K Sell
103
-33
-24% -$9.23K ﹤0.01% 746
2018
Q3 		$39K Buy
136
+7
+5% +$2.1K 0.01% 712
2018
Q2 		$39K Buy
129
+127
+6,350% +$30.9K 0.01% 636
2018
Q1 		$0 Hold
2
– – ﹤0.01% 1566
2017
Q4 		$0 Hold
2
– – ﹤0.01% 1587
2017
Q3 		$0 Sell
2
-15
-88% -$2.19K ﹤0.01% 1583
2017
Q2 		$2K Buy
17
+1
+6% +$140 ﹤0.01% 1436
2017
Q1 		$2K Hold
16
– – ﹤0.01% 1458
2016
Q4 		$3K Hold
16
– – ﹤0.01% 1248
2016
Q3 		$2K Buy
16
+14
+700% +$2.44K ﹤0.01% 1343
2016
Q2 		$0 Hold
2
– – ﹤0.01% 1478
2016
Q1 		$0 Buy
+2
New +$365 ﹤0.01% 1169
2015
Q3 		– Sell
-2
Closed – – 765
2015
Q2 		$0 Buy
+2
New +$514 ﹤0.01% 1252
2014
Q4 		– Sell
-2
Closed – – 1022
2014
Q3 		$0 Hold
2
– – ﹤0.01% 968
2014
Q2 		$0 Buy
+2
New +$456 ﹤0.01% 906
2013
Q4 		– Sell
-2
Closed – – 472
2013
Q3 		$0 Hold
2
– – ﹤0.01% 770
2013
Q2 		$0 Buy
+2
New +$317 ﹤0.01% 634

Other funds holding SAM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Financial Architects (New Jersey)'s SAM Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Boston Beer (SAM) in Q3 2020, closing a stake of 2 shares — an estimated $1K sold.

Financial Architects (New Jersey) first reported a position in SAM in Q2 2013 and held it in 23 quarters. The position peaked at $39K in Q1 2019. 370 funds tracked by Wall St. Rank hold SAM as of Q3 2020.

  • Financial Architects (New Jersey) reported no remaining Boston Beer position as of Q3 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 2 Boston Beer shares in Q3 2020, an estimated $1K.
  • Financial Architects (New Jersey) first reported a position in Boston Beer in Q2 2013 and held it in 23 quarters.
  • Financial Architects (New Jersey)'s Boston Beer position peaked at $39K in Q1 2019.
  • 370 funds tracked by Wall St. Rank held Boston Beer as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.