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Abich Financial Wealth Management’s Tapestry TPR Stock Holding History

Abich Financial Wealth Management’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
2024
Q3 		$57.9K Sell
1,233
-390
-24% -$16.1K 0.13% 82
2024
Q2 		$69.4K Buy
+1,623
New +$67.8K 0.05% 129
2024
Q1 		– Sell
-1,428
Closed -$52.6K – 620
2023
Q4 		$52.6K Buy
+1,428
New +$44K 0.05% 106

Other funds holding TPR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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

Abich Financial Wealth Management's TPR Position: Q3 2024 in Review

Abich Financial Wealth Management reduced its Tapestry (TPR) stake by 24% in Q3 2024, selling an estimated $16.1K and leaving 1,233 shares worth $57.9K. The position accounts for 0.13% of the portfolio, ranked #82.

Abich Financial Wealth Management first reported a position in TPR in Q4 2023 and has held it in 3 quarters since. The position peaked at $69.4K in Q2 2024. 671 funds tracked by Wall St. Rank hold TPR as of Q3 2024.

  • Abich Financial Wealth Management held 1,233 shares of Tapestry worth $57.9K as of Q3 2024.
  • Abich Financial Wealth Management sold 390 Tapestry shares in Q3 2024, an estimated $16.1K.
  • Tapestry made up 0.13% of Abich Financial Wealth Management's portfolio in Q3 2024, its #82 holding.
  • Abich Financial Wealth Management first reported a position in Tapestry in Q4 2023 and has held it in 3 quarters since.
  • Abich Financial Wealth Management's Tapestry position peaked at $69.4K in Q2 2024.
  • 671 funds tracked by Wall St. Rank held Tapestry as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.