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Financial Synergies Wealth Advisors’s Boston Beer SAM Stock Holding History

Financial Synergies Wealth 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
2024
Q1 		– Sell
-24
Closed -$7.91K – 546
2023
Q4 		$7.91K Hold
24
– – ﹤0.01% 196
2023
Q3 		$9.35K Hold
24
– – ﹤0.01% 240
2023
Q2 		$7.4K Hold
24
– – ﹤0.01% 242
2023
Q1 		$7.89K Hold
24
– – ﹤0.01% 243
2022
Q4 		$7.91K Hold
24
– – ﹤0.01% 196
2022
Q3 		$7.77K Hold
24
– – ﹤0.01% 176
2022
Q2 		$7.27K Buy
+24
New +$8.35K ﹤0.01% 182

Other funds holding SAM

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Financial Synergies Wealth Advisors's SAM Position: Q1 2024 in Review

Financial Synergies Wealth Advisors sold out of Boston Beer (SAM) in Q1 2024, closing a stake of 24 shares — an estimated $7.91K sold.

Financial Synergies Wealth Advisors first reported a position in SAM in Q2 2022 and held it in 7 quarters. The position peaked at $9.35K in Q3 2023. 326 funds tracked by Wall St. Rank hold SAM as of Q1 2024.

  • Financial Synergies Wealth Advisors reported no remaining Boston Beer position as of Q1 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 24 Boston Beer shares in Q1 2024, an estimated $7.91K.
  • Financial Synergies Wealth Advisors first reported a position in Boston Beer in Q2 2022 and held it in 7 quarters.
  • Financial Synergies Wealth Advisors's Boston Beer position peaked at $9.35K in Q3 2023.
  • 326 funds tracked by Wall St. Rank held Boston Beer as of Q1 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q1 2024, filed 12 Apr 2024.