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Ameliora Wealth Management’s Tapestry TPR Stock Holding History

Ameliora 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
Q1 		– Sell
-2,431
Closed -$92.6K – 258
2022
Q4 		$92.6K Hold
2,431
– – 0.05% 107
2022
Q3 		$75K Buy
+2,431
New +$81.3K 0.04% 117

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JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Ameliora Wealth Management's TPR Position: Q1 2023 in Review

Ameliora Wealth Management sold out of Tapestry (TPR) in Q1 2023, closing a stake of 2,431 shares — an estimated $92.6K sold.

Ameliora Wealth Management first reported a position in TPR in Q3 2022 and held it in 2 quarters. The position peaked at $92.6K in Q4 2022. 586 funds tracked by Wall St. Rank hold TPR as of Q1 2023.

  • Ameliora Wealth Management reported no remaining Tapestry position as of Q1 2023 after selling out during the quarter.
  • Ameliora Wealth Management sold 2,431 Tapestry shares in Q1 2023, an estimated $92.6K.
  • Ameliora Wealth Management first reported a position in Tapestry in Q3 2022 and held it in 2 quarters.
  • Ameliora Wealth Management's Tapestry position peaked at $92.6K in Q4 2022.
  • 586 funds tracked by Wall St. Rank held Tapestry as of Q1 2023.

Based on Ameliora Wealth Management's 13F filing for Q1 2023, filed 17 Apr 2023.