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

B. Riley 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
2023
Q3 		– Sell
-9,377
Closed -$617K – 1623
2023
Q2 		$617K Buy
+9,377
New +$580K 0.01% 765
2022
Q2 		– Sell
-5,468
Closed -$292K – 1380
2022
Q1 		$292K Sell
5,468
-1,057
-16% -$53.3K 0.01% 1028
2021
Q4 		$303K Sell
6,525
-784
-11% -$36K 0.01% 1068
2021
Q3 		$339K Buy
+7,309
New +$357K 0.01% 983
2021
Q2 		– Sell
-4,218
Closed -$216K – 1461
2021
Q1 		$216K Buy
+4,218
New +$205K 0.01% 1156
2020
Q2 		– Sell
-5,410
Closed -$212K – 900
2020
Q1 		$212K Buy
5,410
+458
+9% +$23.2K 0.02% 657
2019
Q4 		$267K Buy
4,952
+557
+13% +$30K 0.02% 646
2019
Q3 		$253K Buy
4,395
+173
+4% +$9.38K 0.02% 650
2019
Q2 		$237K Buy
4,222
+383
+10% +$22.4K 0.03% 656
2019
Q1 		$230K Sell
3,839
-27
-0.7% -$1.67K 0.03% 600
2018
Q4 		$218K Buy
3,866
+523
+16% +$32.2K 0.03% 559
2018
Q3 		$206K Buy
+3,343
New +$221K 0.02% 641
2017
Q3 		– Sell
-2,868
Closed -$248K – 589
2017
Q2 		$248K Buy
2,868
+215
+8% +$19.9K 0.05% 422
2017
Q1 		$254K Hold
2,653
– – 0.05% 398
2016
Q4 		$259K Hold
2,653
– – 0.05% 381
2016
Q3 		$293K Hold
2,653
– – 0.06% 407
2016
Q2 		$270K Buy
+2,653
New +$261K 0.05% 430
2015
Q1 		– Sell
-2,000
Closed -$149 – 1824
2014
Q4 		$149 Buy
+2,000
New +$148K ﹤0.01% 1526
2014
Q3 		– Sell
-2,280
Closed -$169K – 1745
2014
Q2 		$169K Hold
2,280
– – 0.04% 507
2014
Q1 		$134K Sell
2,280
-307
-12% -$17.2K 0.04% 527
2013
Q4 		$145K Hold
2,587
– – 0.05% 446
2013
Q3 		$130K Sell
2,587
-250
-9% -$12.6K 0.04% 471
2013
Q2 		$136K Buy
+2,837
New +$144K 0.05% 462

Other funds holding TAP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

B. Riley Wealth Advisors's TAP Position: Q3 2023 in Review

B. Riley Wealth Advisors sold out of Molson Coors Class B (TAP) in Q3 2023, closing a stake of 9,377 shares — an estimated $617K sold.

B. Riley Wealth Advisors first reported a position in TAP in Q2 2013 and held it in 23 quarters. The position peaked at $617K in Q2 2023. 647 funds tracked by Wall St. Rank hold TAP as of Q3 2023.

  • B. Riley Wealth Advisors reported no remaining Molson Coors Class B position as of Q3 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 9,377 Molson Coors Class B shares in Q3 2023, an estimated $617K.
  • B. Riley Wealth Advisors first reported a position in Molson Coors Class B in Q2 2013 and held it in 23 quarters.
  • B. Riley Wealth Advisors's Molson Coors Class B position peaked at $617K in Q2 2023.
  • 647 funds tracked by Wall St. Rank held Molson Coors Class B as of Q3 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.