AGA
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Accuvest Global Advisors’s Tapestry TPR Stock Holding History

Accuvest Global 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
2021
Q3 		– Sell
-6,757
Closed -$294K – 125
2021
Q2 		$294K Buy
+6,757
New +$302K 0.15% 85
2020
Q1 		– Sell
-486
Closed -$13K – 75
2019
Q4 		$13K Hold
486
– – 0.03% 55
2019
Q3 		$13K Sell
486
-12,781
-96% -$337K 0.03% 45
2019
Q2 		$421K Sell
13,267
-2,312
-15% -$72.1K 0.25% 61
2019
Q1 		$506K Buy
15,579
+22
+0.1% +$771 0.27% 72
2018
Q4 		$525K Buy
15,557
+5,934
+62% +$239K 0.27% 59
2018
Q3 		$484K Sell
9,623
-18,029
-65% -$882K 0.18% 100
2018
Q2 		$1.29M Buy
27,652
+27,544
+25,504% +$1.33M 0.5% 34
2018
Q1 		$6K Sell
108
-20
-16% -$987 ﹤0.01% 93
2017
Q4 		$6K Buy
+128
New +$5.28K ﹤0.01% 84
2017
Q3 		– Sell
-10,898
Closed -$516K – 102
2017
Q2 		$516K Buy
+10,898
New +$478K 0.17% 63

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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $431B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
SCM
Suvretta Capital Management New York $3.69B AUM 86.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return