GWSG
SAM icon

GPS Wealth Strategies Group’s Boston Beer SAM Stock Holding History

GPS Wealth Strategies 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
2025
Q4 		– Sell
-20
Closed -$4.23K – 1376
2025
Q3 		$4.23K Hold
20
– – ﹤0.01% 1300
2025
Q2 		$3.82K Hold
20
– – ﹤0.01% 1259
2025
Q1 		$4.78K Hold
20
– – ﹤0.01% 1166
2024
Q4 		$6K Hold
20
– – ﹤0.01% 1056
2024
Q3 		$5.78K Hold
20
– – ﹤0.01% 1069
2024
Q2 		$6.1K Hold
20
– – ﹤0.01% 1025
2024
Q1 		$6.09K Hold
20
– – ﹤0.01% 965
2023
Q4 		$6.91K Hold
20
– – ﹤0.01% 914
2023
Q3 		$7.79K Buy
+20
New +$7.01K ﹤0.01% 887
2021
Q3 		– Sell
-335
Closed -$342K – 1061
2021
Q2 		$342K Buy
335
+41
+14% +$46K 0.09% 148
2021
Q1 		$354K Buy
294
+47
+19% +$49.3K 0.1% 127
2020
Q4 		$246K Buy
+247
New +$237K 0.09% 151

Other funds holding SAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GAM
Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return