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Evoke Wealth’s Molson Coors Class B TAP Stock Holding History

Evoke Wealth’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
Q4 		– Sell
-25
Closed -$1K – 1053
2022
Q3 		$1K Hold
25
– – ﹤0.01% 1140
2022
Q2 		$1K Hold
25
– – ﹤0.01% 1135
2022
Q1 		$1K Buy
25
+8
+47% +$403 ﹤0.01% 1128
2021
Q4 		$1K Hold
17
– – ﹤0.01% 1146
2021
Q3 		$0 Hold
17
– – ﹤0.01% 1209
2021
Q2 		$1K Hold
17
– – ﹤0.01% 1146
2021
Q1 		$1K Hold
17
– – ﹤0.01% 1139
2020
Q4 		$1K Hold
17
– – ﹤0.01% 1001
2020
Q3 		$1K Buy
17
+2
+13% +$72 ﹤0.01% 979
2020
Q2 		$1K Sell
15
-1,989
-99% -$79.4K ﹤0.01% 1032
2020
Q1 		$78.2K Buy
+2,004
New +$102K 0.01% 294
2019
Q4 		– Sell
-1,538
Closed -$88.5K – 1451
2019
Q3 		$88.5K Buy
+1,538
New +$83.4K 0.01% 390

Other funds holding TAP

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evoke Wealth's TAP Position: Q4 2022 in Review

Evoke Wealth sold out of Molson Coors Class B (TAP) in Q4 2022, closing a stake of 25 shares — an estimated $1K sold.

Evoke Wealth first reported a position in TAP in Q3 2019 and held it in 12 quarters. The position peaked at $88.5K in Q3 2019. 593 funds tracked by Wall St. Rank hold TAP as of Q4 2022.

  • Evoke Wealth reported no remaining Molson Coors Class B position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 25 Molson Coors Class B shares in Q4 2022, an estimated $1K.
  • Evoke Wealth first reported a position in Molson Coors Class B in Q3 2019 and held it in 12 quarters.
  • Evoke Wealth's Molson Coors Class B position peaked at $88.5K in Q3 2019.
  • 593 funds tracked by Wall St. Rank held Molson Coors Class B as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.