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Wealthcare Capital Management’s Boston Beer SAM Stock Holding History

Wealthcare Capital Management’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
2021
Q2 		– Sell
-6
Closed -$8K – 557
2021
Q1 		$8K Buy
+6
New +$6.29K ﹤0.01% 310

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DCP
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wealthcare Capital Management's SAM Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Boston Beer (SAM) in Q2 2021, closing a stake of 6 shares — an estimated $8K sold.

Wealthcare Capital Management first reported a position in SAM in Q1 2021 and held it in 1 quarter. The position peaked at $8K in Q1 2021. 453 funds tracked by Wall St. Rank hold SAM as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Boston Beer position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 6 Boston Beer shares in Q2 2021, an estimated $8K.
  • Wealthcare Capital Management first reported a position in Boston Beer in Q1 2021 and held it in 1 quarter.
  • Wealthcare Capital Management's Boston Beer position peaked at $8K in Q1 2021.
  • 453 funds tracked by Wall St. Rank held Boston Beer as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.