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Toth Financial Advisory’s Molson Coors Class B TAP Stock Holding History

Toth Financial Advisory’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
Q4 		– Sell
-35
Closed -$2K – 802
2022
Q3 		$2K Hold
35
– – ﹤0.01% 657
2022
Q2 		$2K Buy
+35
New +$1.88K ﹤0.01% 614

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Toth Financial Advisory's TAP Position: Q4 2022 in Review

Toth Financial Advisory sold out of Molson Coors Class B (TAP) in Q4 2022, closing a stake of 35 shares — an estimated $2K sold.

Toth Financial Advisory first reported a position in TAP in Q2 2022 and held it in 2 quarters. The position peaked at $2K in Q3 2022. 593 funds tracked by Wall St. Rank hold TAP as of Q4 2022.

  • Toth Financial Advisory reported no remaining Molson Coors Class B position as of Q4 2022 after selling out during the quarter.
  • Toth Financial Advisory sold 35 Molson Coors Class B shares in Q4 2022, an estimated $2K.
  • Toth Financial Advisory first reported a position in Molson Coors Class B in Q2 2022 and held it in 2 quarters.
  • Toth Financial Advisory's Molson Coors Class B position peaked at $2K in Q3 2022.
  • 593 funds tracked by Wall St. Rank held Molson Coors Class B as of Q4 2022.

Based on Toth Financial Advisory's 13F filing for Q4 2022, filed 24 Jan 2023.