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

Liberty 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
2021
Q2 		– Sell
-117
Closed -$5K – 1176
2021
Q1 		$5K Hold
117
– – ﹤0.01% 709
2020
Q4 		$5K Hold
117
– – ﹤0.01% 704
2020
Q3 		$4K Hold
117
– – ﹤0.01% 671
2020
Q2 		$4K Buy
117
+73
+166% +$2.91K ﹤0.01% 664
2020
Q1 		$2K Sell
44
-232
-84% -$11.8K ﹤0.01% 747
2019
Q4 		$15K Buy
276
+1
+0.4% +$54 0.01% 464
2019
Q3 		$16K Buy
275
+231
+525% +$12.5K 0.02% 435
2019
Q2 		$2K Buy
44
+15
+52% +$876 ﹤0.01% 776
2019
Q1 		$1K Sell
29
-69
-70% -$4.26K ﹤0.01% 695
2018
Q4 		$5K Buy
+98
New +$6.03K ﹤0.01% 557

Other funds holding TAP

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Liberty Wealth Management's TAP Position: Q2 2021 in Review

Liberty Wealth Management sold out of Molson Coors Class B (TAP) in Q2 2021, closing a stake of 117 shares — an estimated $5K sold.

Liberty Wealth Management first reported a position in TAP in Q4 2018 and held it in 10 quarters. The position peaked at $16K in Q3 2019. 531 funds tracked by Wall St. Rank hold TAP as of Q2 2021.

  • Liberty Wealth Management reported no remaining Molson Coors Class B position as of Q2 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 117 Molson Coors Class B shares in Q2 2021, an estimated $5K.
  • Liberty Wealth Management first reported a position in Molson Coors Class B in Q4 2018 and held it in 10 quarters.
  • Liberty Wealth Management's Molson Coors Class B position peaked at $16K in Q3 2019.
  • 531 funds tracked by Wall St. Rank held Molson Coors Class B as of Q2 2021.

Based on Liberty Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.