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Forvis Mazars Wealth Advisors’s Molson Coors Class B TAP Stock Holding History

Forvis Mazars 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
2018
Q4 		– Sell
-4,854
Closed -$299K – 245
2018
Q3 		$299K Buy
4,854
+361
+8% +$23.9K 0.03% 195
2018
Q2 		$306K Sell
4,493
-1,894
-30% -$126K 0.03% 192
2018
Q1 		$481K Sell
6,387
-828
-11% -$66.2K 0.05% 148
2017
Q4 		$592K Buy
7,215
+237
+3% +$19.2K 0.06% 132
2017
Q3 		$570K Buy
6,978
+1,782
+34% +$157K 0.06% 125
2017
Q2 		$449K Buy
5,196
+2,449
+89% +$227K 0.05% 144
2017
Q1 		$263K Buy
+2,747
New +$268K 0.03% 190

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
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return