SAW
SAM icon

Signal Advisors Wealth’s Boston Beer SAM Stock Holding History

Signal Advisors 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
2024
Q2 		– Sell
-798
Closed -$243K – 238
2024
Q1 		$243K Sell
798
-47
-6% -$15.7K 0.06% 260
2023
Q4 		$292K Buy
+845
New +$296K 0.1% 173

Other funds holding SAM

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Signal Advisors Wealth's SAM Position: Q2 2024 in Review

Signal Advisors Wealth sold out of Boston Beer (SAM) in Q2 2024, closing a stake of 798 shares — an estimated $243K sold.

Signal Advisors Wealth first reported a position in SAM in Q4 2023 and held it in 2 quarters. The position peaked at $292K in Q4 2023. 324 funds tracked by Wall St. Rank hold SAM as of Q2 2024.

  • Signal Advisors Wealth reported no remaining Boston Beer position as of Q2 2024 after selling out during the quarter.
  • Signal Advisors Wealth sold 798 Boston Beer shares in Q2 2024, an estimated $243K.
  • Signal Advisors Wealth first reported a position in Boston Beer in Q4 2023 and held it in 2 quarters.
  • Signal Advisors Wealth's Boston Beer position peaked at $292K in Q4 2023.
  • 324 funds tracked by Wall St. Rank held Boston Beer as of Q2 2024.

Based on Signal Advisors Wealth's 13F filing for Q2 2024, filed 23 Jul 2024.