Alterna Wealth Management’s Tapestry TPR Stock Holding History

Alterna 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	-4,695	Closed	-$202K	–	127
2023 Q1	$202K	Buy	+4,695	New	+$201K	0.25%	98

Other funds holding TPR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Alterna Wealth Management sold out of Tapestry (TPR) in Q2 2023, closing a stake of 4,695 shares — an estimated $202K sold.

Alterna Wealth Management first reported a position in TPR in Q1 2023 and held it in 1 quarter. The position peaked at $202K in Q1 2023. 588 funds tracked by Wall St. Rank hold TPR as of Q2 2023.

Alterna Wealth Management reported no remaining Tapestry position as of Q2 2023 after selling out during the quarter.
Alterna Wealth Management sold 4,695 Tapestry shares in Q2 2023, an estimated $202K.
Alterna Wealth Management first reported a position in Tapestry in Q1 2023 and held it in 1 quarter.
Alterna Wealth Management's Tapestry position peaked at $202K in Q1 2023.
588 funds tracked by Wall St. Rank held Tapestry as of Q2 2023.

Based on Alterna Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.