Semmax Financial Advisors’s Boston Beer SAM Stock Holding History

Semmax Financial Advisors’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	-28	Closed	-$11K	–	302
2022 Q1	$11K	Hold	28	–	–	﹤0.01%	184
2021 Q4	$14K	Hold	28	–	–	0.01%	168
2021 Q3	$14K	Hold	28	–	–	﹤0.01%	165
2021 Q2	$29K	Hold	28	–	–	0.01%	147
2021 Q1	$34K	Buy	+28	New	+$29.4K	0.01%	141

Other funds holding SAM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Semmax Financial Advisors's SAM Position: Q2 2022 in Review

Semmax Financial Advisors sold out of Boston Beer (SAM) in Q2 2022, closing a stake of 28 shares — an estimated $11K sold.

Semmax Financial Advisors first reported a position in SAM in Q1 2021 and held it in 5 quarters. The position peaked at $34K in Q1 2021. 315 funds tracked by Wall St. Rank hold SAM as of Q2 2022.

Semmax Financial Advisors reported no remaining Boston Beer position as of Q2 2022 after selling out during the quarter.
Semmax Financial Advisors sold 28 Boston Beer shares in Q2 2022, an estimated $11K.
Semmax Financial Advisors first reported a position in Boston Beer in Q1 2021 and held it in 5 quarters.
Semmax Financial Advisors's Boston Beer position peaked at $34K in Q1 2021.
315 funds tracked by Wall St. Rank held Boston Beer as of Q2 2022.

Based on Semmax Financial Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.