RWM
SAM icon

Ruedi Wealth Management’s Boston Beer SAM Stock Holding History

Ruedi 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
2025
Q2 		– Sell
-10
Closed -$2.39K – 268
2025
Q1 		$2.39K Hold
10
– – ﹤0.01% 253
2024
Q4 		$3K Hold
10
– – ﹤0.01% 246
2024
Q3 		$2.89K Hold
10
– – ﹤0.01% 254
2024
Q2 		$3.05K Hold
10
– – ﹤0.01% 291
2024
Q1 		$3.04K Hold
10
– – ﹤0.01% 221
2023
Q4 		$3.46K Hold
10
– – ﹤0.01% 189
2023
Q3 		$3.9K Hold
10
– – ﹤0.01% 165
2023
Q2 		$3.08K Hold
10
– – ﹤0.01% 177
2023
Q1 		$3.29K Hold
10
– – ﹤0.01% 207
2022
Q4 		$3.29K Buy
+10
New +$3.63K ﹤0.01% 195

Other funds holding SAM

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return