AWM
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Accel Wealth Management’s Tapestry TPR Stock Holding History

Accel 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
2023
Q2 		– Sell
-55
Closed -$2.37K – 800
2023
Q1 		$2.37K Hold
55
– – ﹤0.01% 1090
2022
Q4 		$2.09K Hold
55
– – ﹤0.01% 902
2022
Q3 		$2K Hold
55
– – ﹤0.01% 946
2022
Q2 		$2K Hold
55
– – ﹤0.01% 914
2022
Q1 		$2K Sell
55
-38
-41% -$1.46K ﹤0.01% 884
2021
Q4 		$4K Buy
93
+38
+69% +$1.56K ﹤0.01% 846
2021
Q3 		$2K Sell
55
-38
-41% -$1.56K ﹤0.01% 796
2021
Q2 		$4K Buy
93
+1
+1% +$45 ﹤0.01% 829
2021
Q1 		$4K Hold
92
– – ﹤0.01% 787
2020
Q4 		$3K Buy
+92
New +$2.33K ﹤0.01% 768

Other funds holding TPR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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 $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Accel Wealth Management's TPR Position: Q2 2023 in Review

Accel Wealth Management sold out of Tapestry (TPR) in Q2 2023, closing a stake of 55 shares — an estimated $2.37K sold.

Accel Wealth Management first reported a position in TPR in Q4 2020 and held it in 10 quarters. The position peaked at $4K in Q4 2021. 588 funds tracked by Wall St. Rank hold TPR as of Q2 2023.

  • Accel Wealth Management reported no remaining Tapestry position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 55 Tapestry shares in Q2 2023, an estimated $2.37K.
  • Accel Wealth Management first reported a position in Tapestry in Q4 2020 and held it in 10 quarters.
  • Accel Wealth Management's Tapestry position peaked at $4K in Q4 2021.
  • 588 funds tracked by Wall St. Rank held Tapestry as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.