Amplius Wealth Advisors’s Molson Coors Class B TAP Stock Holding History

Amplius Wealth Advisors’s Portfolio TAP Stock Details TAP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-17	Closed	–	–	807
2021 Q4	$0	Buy	+17	New	+$780	﹤0.01%	995

Other funds holding TAP

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Amplius Wealth Advisors's TAP Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Molson Coors Class B (TAP) in Q1 2022, closing a stake of 17 shares.

Amplius Wealth Advisors first reported a position in TAP in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 564 funds tracked by Wall St. Rank hold TAP as of Q1 2022.

Amplius Wealth Advisors reported no remaining Molson Coors Class B position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 17 Molson Coors Class B shares in Q1 2022.
Amplius Wealth Advisors first reported a position in Molson Coors Class B in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's Molson Coors Class B position peaked at $0 in Q4 2021.
564 funds tracked by Wall St. Rank held Molson Coors Class B as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.