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Garrett Wealth Advisory Group’s Boston Beer SAM Stock Holding History

Garrett Wealth Advisory Group’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
2019
Q4 		– Sell
-6
Closed -$2.18K – 529
2019
Q3 		$2.18K Buy
+6
New +$2.36K ﹤0.01% 528

Other funds holding SAM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Garrett Wealth Advisory Group's SAM Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Boston Beer (SAM) in Q4 2019, closing a stake of 6 shares — an estimated $2.18K sold.

Garrett Wealth Advisory Group first reported a position in SAM in Q3 2019 and held it in 1 quarter. The position peaked at $2.18K in Q3 2019. 296 funds tracked by Wall St. Rank hold SAM as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Boston Beer position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 6 Boston Beer shares in Q4 2019, an estimated $2.18K.
  • Garrett Wealth Advisory Group first reported a position in Boston Beer in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Boston Beer position peaked at $2.18K in Q3 2019.
  • 296 funds tracked by Wall St. Rank held Boston Beer as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.