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LGT Financial Advisors’s Boston Beer SAM Stock Holding History

LGT Financial 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
-10
Closed -$3K – 647
2024
Q4 		$3K Hold
10
– – 0.01% 639
2024
Q3 		$2.89K Hold
10
– – 0.01% 631
2024
Q2 		$3.05K Hold
10
– – 0.01% 674
2024
Q1 		$3.04K Hold
10
– – ﹤0.01% 694
2023
Q4 		$3.46K Hold
10
– – ﹤0.01% 696
2023
Q3 		$3.9K Buy
+10
New +$3.5K 0.01% 675

Other funds holding SAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
AC
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

LGT Financial Advisors's SAM Position: Q1 2025 in Review

LGT Financial Advisors sold out of Boston Beer (SAM) in Q1 2025, closing a stake of 10 shares — an estimated $3K sold.

LGT Financial Advisors first reported a position in SAM in Q3 2023 and held it in 6 quarters. The position peaked at $3.9K in Q3 2023. 328 funds tracked by Wall St. Rank hold SAM as of Q1 2025.

  • LGT Financial Advisors reported no remaining Boston Beer position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 10 Boston Beer shares in Q1 2025, an estimated $3K.
  • LGT Financial Advisors first reported a position in Boston Beer in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Boston Beer position peaked at $3.9K in Q3 2023.
  • 328 funds tracked by Wall St. Rank held Boston Beer as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.