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

Financial Synergies 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
2024
Q2 		– Sell
-7
Closed -$471 – 426
2024
Q1 		$471 Hold
7
– – ﹤0.01% 461
2023
Q4 		$361 Hold
7
– – ﹤0.01% 404
2023
Q3 		$446 Hold
7
– – ﹤0.01% 450
2023
Q2 		$461 Hold
7
– – ﹤0.01% 442
2023
Q1 		$362 Hold
7
– – ﹤0.01% 450
2022
Q4 		$361 Hold
7
– – ﹤0.01% 404
2022
Q3 		$336 Hold
7
– – ﹤0.01% 408
2022
Q2 		$382 Buy
+7
New +$376 ﹤0.01% 397

Other funds holding TAP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Synergies Wealth Advisors's TAP Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Molson Coors Class B (TAP) in Q2 2024, closing a stake of 7 shares — an estimated $471 sold.

Financial Synergies Wealth Advisors first reported a position in TAP in Q2 2022 and held it in 8 quarters. The position peaked at $471 in Q1 2024. 643 funds tracked by Wall St. Rank hold TAP as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Molson Coors Class B position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 7 Molson Coors Class B shares in Q2 2024, an estimated $471.
  • Financial Synergies Wealth Advisors first reported a position in Molson Coors Class B in Q2 2022 and held it in 8 quarters.
  • Financial Synergies Wealth Advisors's Molson Coors Class B position peaked at $471 in Q1 2024.
  • 643 funds tracked by Wall St. Rank held Molson Coors Class B as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.