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Aevitas Wealth Management’s Tapestry TPR Stock Holding History

Aevitas 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
2018
Q2 		– Sell
-65
Closed -$3K – 474
2018
Q1 		$3K Buy
65
+1
+2% +$49 ﹤0.01% 396
2017
Q4 		$3K Buy
+64
New +$2.64K ﹤0.01% 392

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Aevitas Wealth Management's TPR Position: Q2 2018 in Review

Aevitas Wealth Management sold out of Tapestry (TPR) in Q2 2018, closing a stake of 65 shares — an estimated $3K sold.

Aevitas Wealth Management first reported a position in TPR in Q4 2017 and held it in 2 quarters. The position peaked at $3K in Q1 2018. 606 funds tracked by Wall St. Rank hold TPR as of Q2 2018.

  • Aevitas Wealth Management reported no remaining Tapestry position as of Q2 2018 after selling out during the quarter.
  • Aevitas Wealth Management sold 65 Tapestry shares in Q2 2018, an estimated $3K.
  • Aevitas Wealth Management first reported a position in Tapestry in Q4 2017 and held it in 2 quarters.
  • Aevitas Wealth Management's Tapestry position peaked at $3K in Q1 2018.
  • 606 funds tracked by Wall St. Rank held Tapestry as of Q2 2018.

Based on Aevitas Wealth Management's 13F filing for Q2 2018, filed 10 Aug 2018.