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Baldwin Wealth Partners’s Tapestry TPR Stock Holding History

Baldwin Wealth Partners’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
2024
Q4 		– Sell
-12
Closed -$564 – 943
2024
Q3 		$564 Buy
+12
New +$495 ﹤0.01% 1025
2024
Q1 		– Sell
-1,800
Closed -$66.3K – 734
2023
Q4 		$66.3K Sell
1,800
-600
-25% -$18.5K 0.01% 337
2023
Q3 		$69K Hold
2,400
– – 0.01% 349
2023
Q2 		$103K Hold
2,400
– – 0.01% 316
2023
Q1 		$103K Hold
2,400
– – 0.01% 320
2022
Q4 		$91.4K Buy
+2,400
New +$82.2K 0.01% 326

Other funds holding TPR

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Baldwin Wealth Partners's TPR Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Tapestry (TPR) in Q4 2024, closing a stake of 12 shares — an estimated $564 sold.

Baldwin Wealth Partners first reported a position in TPR in Q4 2022 and held it in 6 quarters. The position peaked at $103K in Q1 2023. 739 funds tracked by Wall St. Rank hold TPR as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Tapestry position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 12 Tapestry shares in Q4 2024, an estimated $564.
  • Baldwin Wealth Partners first reported a position in Tapestry in Q4 2022 and held it in 6 quarters.
  • Baldwin Wealth Partners's Tapestry position peaked at $103K in Q1 2023.
  • 739 funds tracked by Wall St. Rank held Tapestry as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.