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Gerber Kawasaki Wealth & Investment Management’s Boston Beer SAM Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2021
Q4 		– Sell
-6
Closed -$3K – 928
2021
Q3 		$3K Buy
+6
New +$4.08K ﹤0.01% 852

Other funds holding SAM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's SAM Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Boston Beer (SAM) in Q4 2021, closing a stake of 6 shares — an estimated $3K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in SAM in Q3 2021 and held it in 1 quarter. The position peaked at $3K in Q3 2021. 381 funds tracked by Wall St. Rank hold SAM as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Boston Beer position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 6 Boston Beer shares in Q4 2021, an estimated $3K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Boston Beer in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Boston Beer position peaked at $3K in Q3 2021.
  • 381 funds tracked by Wall St. Rank held Boston Beer as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.