Heck Capital Advisors’s Boston Beer SAM Stock Holding History

Heck Capital 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
2025 Q1	–	Sell	-1	Closed	-$300	–	689
2024 Q4	$300	Buy	+1	New	+$302	﹤0.01%	771

Other funds holding SAM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CCPM

Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Heck Capital Advisors's SAM Position: Q1 2025 in Review

Heck Capital Advisors sold out of Boston Beer (SAM) in Q1 2025, closing a stake of 1 share — an estimated $300 sold.

Heck Capital Advisors first reported a position in SAM in Q4 2024 and held it in 1 quarter. The position peaked at $300 in Q4 2024. 327 funds tracked by Wall St. Rank hold SAM as of Q1 2025.

Heck Capital Advisors reported no remaining Boston Beer position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 1 Boston Beer share in Q1 2025, an estimated $300.
Heck Capital Advisors first reported a position in Boston Beer in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's Boston Beer position peaked at $300 in Q4 2024.
327 funds tracked by Wall St. Rank held Boston Beer as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.