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

Plante Moran 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
Q2 		– Sell
-100
Closed -$6.72K – 878
2024
Q1 		$6.72K Buy
+100
New +$6.34K ﹤0.01% 660
2022
Q1 		– Sell
-25
Closed -$1K – 998
2021
Q4 		$1K Buy
+25
New +$1.15K ﹤0.01% 979
2021
Q2 		– Sell
-200
Closed -$10K – 1082
2021
Q1 		$10K Buy
+200
New +$9.72K ﹤0.01% 653
2020
Q2 		– Sell
-236
Closed -$9K – 842
2020
Q1 		$9K Buy
236
+96
+69% +$4.87K ﹤0.01% 512
2019
Q4 		$8K Buy
+140
New +$7.53K ﹤0.01% 576
2018
Q2 		– Sell
-142
Closed -$11K – 963
2018
Q1 		$11K Buy
142
+29
+26% +$2.32K 0.01% 594
2017
Q4 		$9K Hold
113
– – 0.01% 616
2017
Q3 		$9K Hold
113
– – 0.01% 560
2017
Q2 		$10K Hold
113
– – 0.01% 558
2017
Q1 		$11K Hold
113
– – 0.01% 563
2016
Q4 		$11K Hold
113
– – 0.01% 578
2016
Q3 		$12K Hold
113
– – 0.01% 574
2016
Q2 		$11K Hold
113
– – 0.01% 519
2016
Q1 		$11K Sell
113
-6
-5% -$535 0.01% 477
2015
Q4 		$11K Sell
119
-99
-45% -$8.92K 0.01% 566
2015
Q3 		$18K Buy
218
+88
+68% +$6.37K 0.01% 394
2015
Q2 		$9K Hold
130
– – 0.01% 546
2015
Q1 		$10K Hold
130
– – 0.01% 519
2014
Q4 		$10K Hold
130
– – 0.01% 536
2014
Q3 		$10K Hold
130
– – 0.01% 542
2014
Q2 		$10K Buy
+130
New +$8.38K 0.01% 542

Other funds holding TAP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Plante Moran Financial Advisors's TAP Position: Q2 2024 in Review

Plante Moran Financial Advisors sold out of Molson Coors Class B (TAP) in Q2 2024, closing a stake of 100 shares — an estimated $6.72K sold.

Plante Moran Financial Advisors first reported a position in TAP in Q2 2014 and held it in 21 quarters. The position peaked at $18K in Q3 2015. 644 funds tracked by Wall St. Rank hold TAP as of Q2 2024.

  • Plante Moran Financial Advisors reported no remaining Molson Coors Class B position as of Q2 2024 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 100 Molson Coors Class B shares in Q2 2024, an estimated $6.72K.
  • Plante Moran Financial Advisors first reported a position in Molson Coors Class B in Q2 2014 and held it in 21 quarters.
  • Plante Moran Financial Advisors's Molson Coors Class B position peaked at $18K in Q3 2015.
  • 644 funds tracked by Wall St. Rank held Molson Coors Class B as of Q2 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.