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Global Wealth Strategies & Associates’s Boston Beer SAM Stock Holding History

Global Wealth Strategies & Associates’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
Q2 		– Sell
-4
Closed -$1.31K – 343
2023
Q1 		$1.31K Buy
+4
New +$1.38K ﹤0.01% 289

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
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
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
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

Global Wealth Strategies & Associates's SAM Position: Q2 2023 in Review

Global Wealth Strategies & Associates sold out of Boston Beer (SAM) in Q2 2023, closing a stake of 4 shares — an estimated $1.31K sold.

Global Wealth Strategies & Associates first reported a position in SAM in Q1 2023 and held it in 1 quarter. The position peaked at $1.31K in Q1 2023. 296 funds tracked by Wall St. Rank hold SAM as of Q2 2023.

  • Global Wealth Strategies & Associates reported no remaining Boston Beer position as of Q2 2023 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 4 Boston Beer shares in Q2 2023, an estimated $1.31K.
  • Global Wealth Strategies & Associates first reported a position in Boston Beer in Q1 2023 and held it in 1 quarter.
  • Global Wealth Strategies & Associates's Boston Beer position peaked at $1.31K in Q1 2023.
  • 296 funds tracked by Wall St. Rank held Boston Beer as of Q2 2023.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2023, filed 5 Jul 2023.