BDO Wealth Advisors’s Tapestry TPR Stock Holding History

BDO 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
2023 Q2	$60.6K	Hold	1,415	–	–	0.01%	405
2023 Q1	$61K	Hold	1,415	–	–	0.01%	390
2022 Q4	$53.9K	Hold	1,415	–	–	0.01%	404
2022 Q3	$40K	Hold	1,415	–	–	0.01%	443
2022 Q2	$43K	Hold	1,415	–	–	0.01%	430
2022 Q1	$53K	Hold	1,415	–	–	0.01%	422
2021 Q4	$57K	Buy	1,415 +14	+1%	+$576	0.01%	429
2021 Q3	$52K	Hold	1,401	–	–	0.01%	440
2021 Q2	$61K	Buy	1,401 +401	+40%	+$17.9K	0.01%	436
2021 Q1	$41K	Buy	+1,000	New	+$38.5K	﹤0.01%	484
2018 Q4	–	Sell	-500	Closed	-$25K	–	625
2018 Q3	$25K	Buy	+500	New	+$24.5K	0.01%	360

Other funds holding TPR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BDO Wealth Advisors's TPR Position: Q2 2023 in Review

BDO Wealth Advisors held its Tapestry (TPR) position steady in Q2 2023 at 1,415 shares worth $60.6K. The position accounts for 0.01% of the portfolio, ranked #405.

BDO Wealth Advisors first reported a position in TPR in Q3 2018 and has held it in 11 quarters since. The position peaked at $61K in Q1 2023. 588 funds tracked by Wall St. Rank hold TPR as of Q2 2023.

BDO Wealth Advisors held 1,415 shares of Tapestry worth $60.6K as of Q2 2023.
BDO Wealth Advisors left its Tapestry share count unchanged in Q2 2023.
Tapestry made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #405 holding.
BDO Wealth Advisors first reported a position in Tapestry in Q3 2018 and has held it in 11 quarters since.
BDO Wealth Advisors's Tapestry position peaked at $61K in Q1 2023.
588 funds tracked by Wall St. Rank held Tapestry as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.