Wipfli Financial Advisors’s Boston Beer SAM Stock Holding History

Wipfli Financial Advisors’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 Q3	$38K	Buy	+118	New	+$40.8K	﹤0.01%	1245

Other funds holding SAM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wipfli Financial Advisors's SAM Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Boston Beer (SAM) in Q3 2022: 118 shares worth $38K. The stake represents ﹤0.01% of the portfolio and ranks #1245 among its holdings.

299 funds tracked by Wall St. Rank hold SAM as of Q3 2022.

Wipfli Financial Advisors held 118 shares of Boston Beer worth $38K as of Q3 2022.
Boston Beer was a new Wipfli Financial Advisors position in Q3 2022.
Boston Beer made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1245 holding.
299 funds tracked by Wall St. Rank held Boston Beer as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.