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WealthPLAN Partners’s Boston Beer SAM Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-21
Closed -$6.48K – 990
2023
Q2 		$6.48K Hold
21
– – ﹤0.01% 866
2023
Q1 		$6.9K Buy
+21
New +$7.22K ﹤0.01% 943

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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WealthPLAN Partners's SAM Position: Q3 2023 in Review

WealthPLAN Partners sold out of Boston Beer (SAM) in Q3 2023, closing a stake of 21 shares — an estimated $6.48K sold.

WealthPLAN Partners first reported a position in SAM in Q1 2023 and held it in 2 quarters. The position peaked at $6.9K in Q1 2023. 323 funds tracked by Wall St. Rank hold SAM as of Q3 2023.

  • WealthPLAN Partners reported no remaining Boston Beer position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 21 Boston Beer shares in Q3 2023, an estimated $6.48K.
  • WealthPLAN Partners first reported a position in Boston Beer in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Boston Beer position peaked at $6.9K in Q1 2023.
  • 323 funds tracked by Wall St. Rank held Boston Beer as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.