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Mine & Arao Wealth Creation & Management’s Boston Beer SAM Stock Holding History

Mine & Arao Wealth Creation & 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
Q4 		– Sell
-50
Closed -$16K – 341
2022
Q3 		$16K Hold
50
– – 0.01% 195
2022
Q2 		$15K Hold
50
– – 0.01% 208
2022
Q1 		$19K Hold
50
– – 0.01% 200
2021
Q4 		$25K Hold
50
– – 0.01% 195
2021
Q3 		$25K Buy
+50
New +$34K 0.02% 194

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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's SAM Position: Q4 2022 in Review

Mine & Arao Wealth Creation & Management sold out of Boston Beer (SAM) in Q4 2022, closing a stake of 50 shares — an estimated $16K sold.

Mine & Arao Wealth Creation & Management first reported a position in SAM in Q3 2021 and held it in 5 quarters. The position peaked at $25K in Q4 2021. 317 funds tracked by Wall St. Rank hold SAM as of Q4 2022.

  • Mine & Arao Wealth Creation & Management reported no remaining Boston Beer position as of Q4 2022 after selling out during the quarter.
  • Mine & Arao Wealth Creation & Management sold 50 Boston Beer shares in Q4 2022, an estimated $16K.
  • Mine & Arao Wealth Creation & Management first reported a position in Boston Beer in Q3 2021 and held it in 5 quarters.
  • Mine & Arao Wealth Creation & Management's Boston Beer position peaked at $25K in Q4 2021.
  • 317 funds tracked by Wall St. Rank held Boston Beer as of Q4 2022.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q4 2022, filed 6 Feb 2023.