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

Kingswood 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
2023
Q4 		– Sell
-4,259
Closed -$271K – 669
2023
Q3 		$271K Buy
+4,259
New +$277K 0.05% 341

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

Kingswood Wealth Advisors's TAP Position: Q4 2023 in Review

Kingswood Wealth Advisors sold out of Molson Coors Class B (TAP) in Q4 2023, closing a stake of 4,259 shares — an estimated $271K sold.

Kingswood Wealth Advisors first reported a position in TAP in Q3 2023 and held it in 1 quarter. The position peaked at $271K in Q3 2023. 678 funds tracked by Wall St. Rank hold TAP as of Q4 2023.

  • Kingswood Wealth Advisors reported no remaining Molson Coors Class B position as of Q4 2023 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 4,259 Molson Coors Class B shares in Q4 2023, an estimated $271K.
  • Kingswood Wealth Advisors first reported a position in Molson Coors Class B in Q3 2023 and held it in 1 quarter.
  • Kingswood Wealth Advisors's Molson Coors Class B position peaked at $271K in Q3 2023.
  • 678 funds tracked by Wall St. Rank held Molson Coors Class B as of Q4 2023.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.