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First Personal Financial Services’s Molson Coors Class B TAP Stock Holding History

First Personal Financial Services’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
Q3 		$82.3K Hold
1,431
– – 0.02% 176
2024
Q2 		$72.7K Sell
1,431
-90
-6% -$5.21K 0.02% 179
2024
Q1 		$102K Sell
1,521
-60
-4% -$3.81K 0.02% 153
2023
Q4 		$96.8K Hold
1,581
– – 0.02% 159
2023
Q3 		$101K Hold
1,581
– – 0.03% 155
2023
Q2 		$104K Sell
1,581
-153
-9% -$9.46K 0.03% 154
2023
Q1 		$89.6K Hold
1,734
– – 0.02% 157
2022
Q4 		$89.3K Sell
1,734
-390
-18% -$20K 0.02% 163
2022
Q3 		$102K Hold
2,124
– – 0.03% 152
2022
Q2 		$116K Sell
2,124
-220
-9% -$11.8K 0.03% 131
2022
Q1 		$125K Sell
2,344
-513
-18% -$25.9K 0.03% 137
2021
Q4 		$132K Sell
2,857
-315
-10% -$14.5K 0.03% 139
2021
Q3 		$147K Sell
3,172
-500
-14% -$24.4K 0.04% 134
2021
Q2 		$197K Sell
3,672
-1,289
-26% -$72K 0.05% 121
2021
Q1 		$254K Sell
4,961
-3,144
-39% -$153K 0.07% 108
2020
Q4 		$366K Sell
8,105
-425
-5% -$17.5K 0.1% 90
2020
Q3 		$286K Sell
8,530
-3,721
-30% -$134K 0.09% 96
2020
Q2 		$421K Sell
12,251
-906
-7% -$36.2K 0.14% 80
2020
Q1 		$513K Sell
13,157
-1,915
-13% -$97K 0.2% 71
2019
Q4 		$812K Sell
15,072
-1,022
-6% -$55K 0.26% 68
2019
Q3 		$925K Sell
16,094
-362
-2% -$19.6K 0.29% 66
2019
Q2 		$922K Sell
16,456
-652
-4% -$38.1K 0.26% 80
2019
Q1 		$1.02M Sell
17,108
-55
-0.3% -$3.4K 0.31% 70
2018
Q4 		$964K Sell
17,163
-530
-3% -$32.6K 0.33% 70
2018
Q3 		$1.09M Sell
17,693
-1,151
-6% -$76.1K 0.34% 69
2018
Q2 		$1.28M Sell
18,844
-474
-2% -$31.6K 0.43% 59
2018
Q1 		$1.46M Sell
19,318
-420
-2% -$33.6K 0.32% 77
2017
Q4 		$1.62M Sell
19,738
-1,985
-9% -$161K 0.32% 78
2017
Q3 		$1.77M Sell
21,723
-366
-2% -$32.2K 0.37% 69
2017
Q2 		$1.91M Sell
22,089
-1,361
-6% -$126K 0.42% 70
2017
Q1 		$2.24M Sell
23,450
-250
-1% -$24.4K 0.54% 64
2016
Q4 		$2.31M Buy
23,700
+95
+0.4% +$9.69K 0.61% 56
2016
Q3 		$2.59M Sell
23,605
-966
-4% -$98.2K 0.75% 52
2016
Q2 		$2.48M Sell
24,571
-607
-2% -$59.7K 0.85% 45
2016
Q1 		$2.42M Sell
25,178
-1,195
-5% -$107K 1.2% 32
2015
Q4 		$2.48M Sell
26,373
-1,862
-7% -$168K 1.4% 20
2015
Q3 		$2.35M Sell
28,235
-1,068
-4% -$77.3K 1.41% 21
2015
Q2 		$2.05M Sell
29,303
-310
-1% -$23.1K 1.23% 25
2015
Q1 		$2.21M Sell
29,613
-966
-3% -$72.8K 1.34% 20
2014
Q4 		$2.28M Buy
+30,579
New +$2.27M 1.33% 19

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
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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

First Personal Financial Services's TAP Position: Q3 2024 in Review

First Personal Financial Services held its Molson Coors Class B (TAP) position steady in Q3 2024 at 1,431 shares worth $82.3K. The position accounts for 0.02% of the portfolio, ranked #176.

First Personal Financial Services first reported a position in TAP in Q4 2014 and has held it in 40 quarters since. The position peaked at $2.59M in Q3 2016. 662 funds tracked by Wall St. Rank hold TAP as of Q3 2024.

  • First Personal Financial Services held 1,431 shares of Molson Coors Class B worth $82.3K as of Q3 2024.
  • First Personal Financial Services left its Molson Coors Class B share count unchanged in Q3 2024.
  • Molson Coors Class B made up 0.02% of First Personal Financial Services's portfolio in Q3 2024, its #176 holding.
  • First Personal Financial Services first reported a position in Molson Coors Class B in Q4 2014 and has held it in 40 quarters since.
  • First Personal Financial Services's Molson Coors Class B position peaked at $2.59M in Q3 2016.
  • 662 funds tracked by Wall St. Rank held Molson Coors Class B as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.