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

LGT Financial 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
Q1 		– Sell
-71
Closed -$4.35K – 857
2023
Q4 		$4.35K Hold
71
– – 0.01% 661
2023
Q3 		$4.51K Buy
+71
New +$4.62K 0.01% 645

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
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
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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

LGT Financial Advisors's TAP Position: Q1 2024 in Review

LGT Financial Advisors sold out of Molson Coors Class B (TAP) in Q1 2024, closing a stake of 71 shares — an estimated $4.35K sold.

LGT Financial Advisors first reported a position in TAP in Q3 2023 and held it in 2 quarters. The position peaked at $4.51K in Q3 2023. 678 funds tracked by Wall St. Rank hold TAP as of Q1 2024.

  • LGT Financial Advisors reported no remaining Molson Coors Class B position as of Q1 2024 after selling out during the quarter.
  • LGT Financial Advisors sold 71 Molson Coors Class B shares in Q1 2024, an estimated $4.35K.
  • LGT Financial Advisors first reported a position in Molson Coors Class B in Q3 2023 and held it in 2 quarters.
  • LGT Financial Advisors's Molson Coors Class B position peaked at $4.51K in Q3 2023.
  • 678 funds tracked by Wall St. Rank held Molson Coors Class B as of Q1 2024.

Based on LGT Financial Advisors's 13F filing for Q1 2024, filed 2 May 2024.