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Laird Norton Wetherby Wealth Management’s Boston Beer SAM Stock Holding History

Laird Norton Wetherby Wealth 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
Q3 		– Sell
-289
Closed -$295K – 953
2021
Q2 		$295K Buy
289
+7
+2% +$7.86K 0.02% 724
2021
Q1 		$340K Sell
282
-68
-19% -$71.3K 0.03% 558
2020
Q4 		$348K Sell
350
-6
-2% -$5.76K 0.02% 603
2020
Q3 		$314K Sell
356
-45
-11% -$35.5K 0.03% 513
2020
Q2 		$215K Buy
+401
New +$194K 0.02% 620

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
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's SAM Position: Q3 2021 in Review

Laird Norton Wetherby Wealth Management sold out of Boston Beer (SAM) in Q3 2021, closing a stake of 289 shares — an estimated $295K sold.

Laird Norton Wetherby Wealth Management first reported a position in SAM in Q2 2020 and held it in 5 quarters. The position peaked at $348K in Q4 2020. 374 funds tracked by Wall St. Rank hold SAM as of Q3 2021.

  • Laird Norton Wetherby Wealth Management reported no remaining Boston Beer position as of Q3 2021 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 289 Boston Beer shares in Q3 2021, an estimated $295K.
  • Laird Norton Wetherby Wealth Management first reported a position in Boston Beer in Q2 2020 and held it in 5 quarters.
  • Laird Norton Wetherby Wealth Management's Boston Beer position peaked at $348K in Q4 2020.
  • 374 funds tracked by Wall St. Rank held Boston Beer as of Q3 2021.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.