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Merriman Wealth Management’s Boston Beer SAM Stock Holding History

Merriman 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
2023
Q4 		– Sell
-555
Closed -$216K – 211
2023
Q3 		$216K Buy
+555
New +$194K 0.01% 174

Other funds holding SAM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Candlestick Capital Management Greenwich, Connecticut $4.12B AUM 50.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Merriman Wealth Management's SAM Position: Q4 2023 in Review

Merriman Wealth Management sold out of Boston Beer (SAM) in Q4 2023, closing a stake of 555 shares — an estimated $216K sold.

Merriman Wealth Management first reported a position in SAM in Q3 2023 and held it in 1 quarter. The position peaked at $216K in Q3 2023. 341 funds tracked by Wall St. Rank hold SAM as of Q4 2023.

  • Merriman Wealth Management reported no remaining Boston Beer position as of Q4 2023 after selling out during the quarter.
  • Merriman Wealth Management sold 555 Boston Beer shares in Q4 2023, an estimated $216K.
  • Merriman Wealth Management first reported a position in Boston Beer in Q3 2023 and held it in 1 quarter.
  • Merriman Wealth Management's Boston Beer position peaked at $216K in Q3 2023.
  • 341 funds tracked by Wall St. Rank held Boston Beer as of Q4 2023.

Based on Merriman Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.