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TCWP’s Boston Beer SAM Stock Holding History

TCWP’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
-7
Closed -$2K – 1448
2022
Q1 		$2K Buy
+7
New +$2.92K ﹤0.01% 1376

Other funds holding SAM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Morgan Stanley
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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

TCWP's SAM Position: Q2 2022 in Review

TCWP sold out of Boston Beer (SAM) in Q2 2022, closing a stake of 7 shares — an estimated $2K sold.

TCWP first reported a position in SAM in Q1 2022 and held it in 1 quarter. The position peaked at $2K in Q1 2022. 315 funds tracked by Wall St. Rank hold SAM as of Q2 2022.

  • TCWP reported no remaining Boston Beer position as of Q2 2022 after selling out during the quarter.
  • TCWP sold 7 Boston Beer shares in Q2 2022, an estimated $2K.
  • TCWP first reported a position in Boston Beer in Q1 2022 and held it in 1 quarter.
  • TCWP's Boston Beer position peaked at $2K in Q1 2022.
  • 315 funds tracked by Wall St. Rank held Boston Beer as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.