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Jamison Private Wealth Management’s Molson Coors Class B TAP Stock Holding History

Jamison Private Wealth 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
2024
Q4 		– Sell
-89
Closed -$5.1K – 437
2024
Q3 		$5.1K Buy
89
+1
+1% +$53 ﹤0.01% 378
2024
Q2 		$4.47K Sell
88
-4
-4% -$231 ﹤0.01% 356
2024
Q1 		$6.2K Buy
92
+5
+6% +$317 ﹤0.01% 345
2023
Q4 		$5.3K Buy
87
+1
+1% +$60 ﹤0.01% 339
2023
Q3 		$5.47K Buy
+86
New +$5.59K ﹤0.01% 320

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
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 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
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

Jamison Private Wealth Management's TAP Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Molson Coors Class B (TAP) in Q4 2024, closing a stake of 89 shares — an estimated $5.1K sold.

Jamison Private Wealth Management first reported a position in TAP in Q3 2023 and held it in 5 quarters. The position peaked at $6.2K in Q1 2024. 688 funds tracked by Wall St. Rank hold TAP as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining Molson Coors Class B position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 89 Molson Coors Class B shares in Q4 2024, an estimated $5.1K.
  • Jamison Private Wealth Management first reported a position in Molson Coors Class B in Q3 2023 and held it in 5 quarters.
  • Jamison Private Wealth Management's Molson Coors Class B position peaked at $6.2K in Q1 2024.
  • 688 funds tracked by Wall St. Rank held Molson Coors Class B as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.