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Pinnacle Private Wealth’s Boston Beer SAM Stock Holding History

Pinnacle Private Wealth’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 		– Sell
-538
Closed -$209K – 304
2022
Q1 		$209K Buy
538
+100
+23% +$41.7K 0.07% 281
2021
Q4 		$221K Buy
+438
New +$219K 0.07% 265

Other funds holding SAM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Morgan Stanley
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
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Pinnacle Private Wealth's SAM Position: Q2 2022 in Review

Pinnacle Private Wealth sold out of Boston Beer (SAM) in Q2 2022, closing a stake of 538 shares — an estimated $209K sold.

Pinnacle Private Wealth first reported a position in SAM in Q4 2021 and held it in 2 quarters. The position peaked at $221K in Q4 2021. 316 funds tracked by Wall St. Rank hold SAM as of Q2 2022.

  • Pinnacle Private Wealth reported no remaining Boston Beer position as of Q2 2022 after selling out during the quarter.
  • Pinnacle Private Wealth sold 538 Boston Beer shares in Q2 2022, an estimated $209K.
  • Pinnacle Private Wealth first reported a position in Boston Beer in Q4 2021 and held it in 2 quarters.
  • Pinnacle Private Wealth's Boston Beer position peaked at $221K in Q4 2021.
  • 316 funds tracked by Wall St. Rank held Boston Beer as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.