Lake Point Wealth Management’s Boston Beer SAM Stock Holding History

Lake Point 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
2022 Q2	$3K	Hold	10	–	–	﹤0.01%	293
2022 Q1	$4K	Hold	10	–	–	﹤0.01%	271
2021 Q4	$5K	Hold	10	–	–	﹤0.01%	258
2021 Q3	$5K	Hold	10	–	–	﹤0.01%	245
2021 Q2	$10K	Buy	+10	New	+$11.2K	﹤0.01%	175
2020 Q1	$4K	Hold	10	–	–	﹤0.01%	201
2019 Q4	$4K	Buy	+10	New	+$3.77K	﹤0.01%	402
2019 Q2	$4K	Hold	10	–	–	﹤0.01%	458
2019 Q1	$4K	Hold	10	–	–	﹤0.01%	458
2018 Q4	$2K	Buy	+10	New	+$2.8K	﹤0.01%	694

Other funds holding SAM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

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

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

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

Lake Point Wealth Management's SAM Position: Q2 2022 in Review

Lake Point Wealth Management held its Boston Beer (SAM) position steady in Q2 2022 at 10 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #293.

Lake Point Wealth Management first reported a position in SAM in Q4 2018 and has held it in 10 quarters since. The position peaked at $10K in Q2 2021. 316 funds tracked by Wall St. Rank hold SAM as of Q2 2022.

Lake Point Wealth Management held 10 shares of Boston Beer worth $3K as of Q2 2022.
Lake Point Wealth Management left its Boston Beer share count unchanged in Q2 2022.
Boston Beer made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #293 holding.
Lake Point Wealth Management first reported a position in Boston Beer in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's Boston Beer position peaked at $10K in Q2 2021.
316 funds tracked by Wall St. Rank held Boston Beer as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.