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Wealthspire Advisors (Maryland)’s Boston Beer SAM Stock Holding History

Wealthspire Advisors (Maryland)’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
2018
Q1 		– Sell
-21
Closed -$4K – 2619
2017
Q4 		$4K Hold
21
– – ﹤0.01% 1918
2017
Q3 		$3K Sell
21
-24
-53% -$3.51K ﹤0.01% 1920
2017
Q2 		$6K Buy
+45
New +$6.3K ﹤0.01% 1721

Other funds holding SAM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SAM Position: Q1 2018 in Review

Wealthspire Advisors (Maryland) sold out of Boston Beer (SAM) in Q1 2018, closing a stake of 21 shares — an estimated $4K sold.

Wealthspire Advisors (Maryland) first reported a position in SAM in Q2 2017 and held it in 3 quarters. The position peaked at $6K in Q2 2017. 246 funds tracked by Wall St. Rank hold SAM as of Q1 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Boston Beer position as of Q1 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 21 Boston Beer shares in Q1 2018, an estimated $4K.
  • Wealthspire Advisors (Maryland) first reported a position in Boston Beer in Q2 2017 and held it in 3 quarters.
  • Wealthspire Advisors (Maryland)'s Boston Beer position peaked at $6K in Q2 2017.
  • 246 funds tracked by Wall St. Rank held Boston Beer as of Q1 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2018, filed 3 May 2018.