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WAM
Wealthspire Advisors (Maryland)’s
Molson Coors Class B
TAP
Stock Holding History
Wealthspire Advisors (Maryland)’s Portfolio
TAP Stock Details
TAP Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q2
–
Sell
-1,265
Closed
-$75K
–
1841
2019
Q1
$75K
Buy
1,265
+177
+16%
+$10.9K
0.01%
747
2018
Q4
$61K
Buy
1,088
+33
+3%
+$2.03K
0.01%
776
2018
Q3
$65K
Buy
1,055
+90
+9%
+$5.95K
0.01%
874
2018
Q2
$66K
Buy
965
+25
+3%
+$1.67K
0.01%
878
2018
Q1
$71K
Sell
940
-210
-18%
-$16.8K
0.01%
853
2017
Q4
$94K
Buy
1,150
+70
+6%
+$5.66K
0.01%
736
2017
Q3
$88K
Sell
1,080
-1,700
-61%
-$150K
0.01%
762
2017
Q2
$240K
Buy
2,780
+2,122
+322%
+$197K
0.03%
397
2017
Q1
$63K
Buy
658
+53
+9%
+$5.17K
0.01%
744
2016
Q4
$59K
Buy
605
+18
+3%
+$1.84K
0.01%
727
2016
Q3
$64K
Buy
587
+8
+1%
+$813
0.01%
711
2016
Q2
$59K
Buy
579
+3
+0.5%
+$295
0.01%
696
2016
Q1
$55K
Sell
576
-3
-0.5%
-$268
0.01%
682
2015
Q4
$54K
Buy
+579
New
+$52.2K
0.01%
696
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PI
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$75.7B AUM
34.45%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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