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Acorn Wealth Advisors’s Tapestry TPR Stock Holding History

Acorn 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
2018
Q3 		– Sell
-304
Closed -$14K – 410
2018
Q2 		$14K Hold
304
– – 0.01% 453
2018
Q1 		$17K Buy
304
+2
+0.7% +$99 0.01% 417
2017
Q4 		$14K Buy
+302
New +$12.4K 0.01% 438

Other funds holding TPR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Acorn Wealth Advisors's TPR Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Tapestry (TPR) in Q3 2018, closing a stake of 304 shares — an estimated $14K sold.

Acorn Wealth Advisors first reported a position in TPR in Q4 2017 and held it in 3 quarters. The position peaked at $17K in Q1 2018. 626 funds tracked by Wall St. Rank hold TPR as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining Tapestry position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 304 Tapestry shares in Q3 2018, an estimated $14K.
  • Acorn Wealth Advisors first reported a position in Tapestry in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's Tapestry position peaked at $17K in Q1 2018.
  • 626 funds tracked by Wall St. Rank held Tapestry as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.