TWA
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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 $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 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