AWM
TPR icon

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 $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return