Nauset Wealth Management’s Boston Beer SAM Stock Holding History

Nauset 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 Q1	$10K	Buy	+26	New	+$10.8K	0.01%	196

Other funds holding SAM

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 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

Nauset Wealth Management's SAM Position: Q1 2022 in Review

Nauset Wealth Management opened a new position in Boston Beer (SAM) in Q1 2022: 26 shares worth $10K. The stake represents 0.01% of the portfolio and ranks #196 among its holdings.

326 funds tracked by Wall St. Rank hold SAM as of Q1 2022.

Nauset Wealth Management held 26 shares of Boston Beer worth $10K as of Q1 2022.
Boston Beer was a new Nauset Wealth Management position in Q1 2022.
Boston Beer made up 0.01% of Nauset Wealth Management's portfolio in Q1 2022, its #196 holding.
326 funds tracked by Wall St. Rank held Boston Beer as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.