WWM
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Western Wealth Management’s Boston Beer SAM Stock Holding History

Western Wealth 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 		$233K Buy
+230
New +$258K 0.02% 561

Other funds holding SAM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
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

Western Wealth Management's SAM Position: Q2 2021 in Review

Western Wealth Management opened a new position in Boston Beer (SAM) in Q2 2021: 230 shares worth $233K. The stake represents 0.02% of the portfolio and ranks #561 among its holdings.

453 funds tracked by Wall St. Rank hold SAM as of Q2 2021.

  • Western Wealth Management held 230 shares of Boston Beer worth $233K as of Q2 2021.
  • Boston Beer was a new Western Wealth Management position in Q2 2021.
  • Boston Beer made up 0.02% of Western Wealth Management's portfolio in Q2 2021, its #561 holding.
  • 453 funds tracked by Wall St. Rank held Boston Beer as of Q2 2021.

Based on Western Wealth Management's 13F filing for Q2 2021, filed 9 Aug 2021.