180 Wealth Advisors’s Tapestry TPR Stock Holding History

180 Wealth Advisors’s Portfolio TPR Stock Details TPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-13,098	Closed	-$577K	–	386
2022 Q4	$577K	Buy	13,098 +3,222	+33%	+$110K	0.14%	167
2022 Q3	$281K	Sell	9,876 -279	-3%	-$9.32K	0.08%	258
2022 Q2	$313K	Buy	+10,155	New	+$332K	0.08%	249
2019 Q4	–	Sell	-23,438	Closed	-$609K	–	279
2019 Q3	$609K	Buy	+23,438	New	+$618K	0.27%	99

Other funds holding TPR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

180 Wealth Advisors's TPR Position: Q1 2023 in Review

180 Wealth Advisors sold out of Tapestry (TPR) in Q1 2023, closing a stake of 13,098 shares — an estimated $577K sold.

180 Wealth Advisors first reported a position in TPR in Q3 2019 and held it in 4 quarters. The position peaked at $609K in Q3 2019. 586 funds tracked by Wall St. Rank hold TPR as of Q1 2023.

180 Wealth Advisors reported no remaining Tapestry position as of Q1 2023 after selling out during the quarter.
180 Wealth Advisors sold 13,098 Tapestry shares in Q1 2023, an estimated $577K.
180 Wealth Advisors first reported a position in Tapestry in Q3 2019 and held it in 4 quarters.
180 Wealth Advisors's Tapestry position peaked at $609K in Q3 2019.
586 funds tracked by Wall St. Rank held Tapestry as of Q1 2023.

Based on 180 Wealth Advisors's 13F filing for Q1 2023, filed 7 Apr 2023.