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WealthPLAN Partners’s Molson Coors Class B TAP Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-12
Closed -$790 – 1068
2023
Q2 		$790 Hold
12
– – ﹤0.01% 1151
2023
Q1 		$620 Buy
+12
New +$621 ﹤0.01% 1235
2018
Q2 		– Sell
-2,905
Closed -$219K – 276
2018
Q1 		$219K Buy
2,905
+317
+12% +$25.3K 0.05% 244
2017
Q4 		$212K Buy
+2,588
New +$209K 0.06% 198
2016
Q3 		$10.8K Hold
100
– – ﹤0.01% 592
2016
Q2 		$10.1K Buy
+100
New +$9.83K ﹤0.01% 1730
2015
Q4 		$16.7K Buy
+266
New +$24K ﹤0.01% 984
2015
Q2 		– Sell
-46
Closed -$4K – 500
2015
Q1 		$4K Buy
+46
New +$3.47K ﹤0.01% 446

Other funds holding TAP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
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
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return