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TCI Wealth Advisors’s Boston Beer SAM Stock Holding History

TCI Wealth 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
2023
Q2 		– Sell
-5
Closed -$1.64K – 1848
2023
Q1 		$1.64K Hold
5
– – ﹤0.01% 2010
2022
Q4 		$1.65K Buy
5
+2
+67% +$726 ﹤0.01% 2017
2022
Q3 		$1K Sell
3
-4
-57% -$1.38K ﹤0.01% 2149
2022
Q2 		$2K Buy
7
+2
+40% +$696 ﹤0.01% 2039
2022
Q1 		$2K Hold
5
– – ﹤0.01% 2021
2021
Q4 		$3K Sell
5
-4
-44% -$2K ﹤0.01% 2030
2021
Q3 		$5K Buy
9
+1
+13% +$680 ﹤0.01% 1642
2021
Q2 		$8K Sell
8
-10
-56% -$11.2K ﹤0.01% 1135
2021
Q1 		$22K Buy
18
+10
+125% +$10.5K 0.01% 549
2020
Q4 		$8K Hold
8
– – ﹤0.01% 720
2020
Q3 		$7K Hold
8
– – ﹤0.01% 684
2020
Q2 		$4K Buy
8
+3
+60% +$1.45K ﹤0.01% 832
2020
Q1 		$2K Buy
+5
New +$1.85K ﹤0.01% 1080

Other funds holding SAM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

TCI Wealth Advisors's SAM Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Boston Beer (SAM) in Q2 2023, closing a stake of 5 shares — an estimated $1.64K sold.

TCI Wealth Advisors first reported a position in SAM in Q1 2020 and held it in 13 quarters. The position peaked at $22K in Q1 2021. 297 funds tracked by Wall St. Rank hold SAM as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Boston Beer position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 5 Boston Beer shares in Q2 2023, an estimated $1.64K.
  • TCI Wealth Advisors first reported a position in Boston Beer in Q1 2020 and held it in 13 quarters.
  • TCI Wealth Advisors's Boston Beer position peaked at $22K in Q1 2021.
  • 297 funds tracked by Wall St. Rank held Boston Beer as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.