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Financial Advocates Investment Management’s Molson Coors Class B TAP Stock Holding History

Financial Advocates Investment Management’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
2021
Q3 		– Sell
-4,125
Closed -$222K – 801
2021
Q2 		$222K Buy
+4,125
New +$230K 0.01% 679
2021
Q1 		– Sell
-4,552
Closed -$205K – 801
2020
Q4 		$205K Buy
+4,552
New +$188K 0.01% 678

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Financial Advocates Investment Management's TAP Position: Q3 2021 in Review

Financial Advocates Investment Management sold out of Molson Coors Class B (TAP) in Q3 2021, closing a stake of 4,125 shares — an estimated $222K sold.

Financial Advocates Investment Management first reported a position in TAP in Q4 2020 and held it in 2 quarters. The position peaked at $222K in Q2 2021. 518 funds tracked by Wall St. Rank hold TAP as of Q3 2021.

  • Financial Advocates Investment Management reported no remaining Molson Coors Class B position as of Q3 2021 after selling out during the quarter.
  • Financial Advocates Investment Management sold 4,125 Molson Coors Class B shares in Q3 2021, an estimated $222K.
  • Financial Advocates Investment Management first reported a position in Molson Coors Class B in Q4 2020 and held it in 2 quarters.
  • Financial Advocates Investment Management's Molson Coors Class B position peaked at $222K in Q2 2021.
  • 518 funds tracked by Wall St. Rank held Molson Coors Class B as of Q3 2021.

Based on Financial Advocates Investment Management's 13F filing for Q3 2021, filed 4 Nov 2021.