PWAG
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Polaris Wealth Advisory Group’s Molson Coors Class B TAP Stock Holding History

Polaris Wealth Advisory Group’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
2022
Q3 		– Sell
-389,485
Closed -$21.2M – 177
2022
Q2 		$21.2M Sell
389,485
-29,020
-7% -$1.56M 1.7% 27
2022
Q1 		$21.1M Buy
+418,505
New +$21.1M 1.41% 28
2021
Q2 		– Sell
-186,349
Closed -$9.32M – 206
2021
Q1 		$9.32M Buy
+186,349
New +$9.05M 0.6% 54
2018
Q4 		– Sell
-250
Closed -$15K – 420
2018
Q3 		$15K Buy
+250
New +$16.5K ﹤0.01% 360
2018
Q2 		– Sell
-250
Closed -$19K – 408
2018
Q1 		$19K Buy
+250
New +$20K ﹤0.01% 300

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return