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Financial Gravity Asset Management’s Boston Beer SAM Stock Holding History

Financial Gravity Asset Management’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
2023
Q1 		– Sell
-330
Closed -$9 – 1570
2022
Q4 		$9 Buy
+330
New +$120K ﹤0.01% 1373

Other funds holding SAM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Gravity Asset Management's SAM Position: Q1 2023 in Review

Financial Gravity Asset Management sold out of Boston Beer (SAM) in Q1 2023, closing a stake of 330 shares — an estimated $9 sold.

Financial Gravity Asset Management first reported a position in SAM in Q4 2022 and held it in 1 quarter. The position peaked at $9 in Q4 2022. 302 funds tracked by Wall St. Rank hold SAM as of Q1 2023.

  • Financial Gravity Asset Management reported no remaining Boston Beer position as of Q1 2023 after selling out during the quarter.
  • Financial Gravity Asset Management sold 330 Boston Beer shares in Q1 2023, an estimated $9.
  • Financial Gravity Asset Management first reported a position in Boston Beer in Q4 2022 and held it in 1 quarter.
  • Financial Gravity Asset Management's Boston Beer position peaked at $9 in Q4 2022.
  • 302 funds tracked by Wall St. Rank held Boston Beer as of Q1 2023.

Based on Financial Gravity Asset Management's 13F filing for Q1 2023, filed 12 May 2023.