Bedel Financial Consulting’s Tapestry TPR Stock Holding History

Bedel Financial Consulting’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
2022 Q2	–	Sell	-583	Closed	-$22K	–	830
2022 Q1	$22K	Sell	583 -37	-6%	-$1.42K	0.01%	538
2021 Q4	$25K	Sell	620 -163	-21%	-$6.7K	0.01%	527
2021 Q3	$29K	Buy	783 +164	+26%	+$6.75K	0.01%	484
2021 Q2	$27K	Buy	619 +200	+48%	+$8.93K	0.01%	499
2021 Q1	$17K	Hold	419	–	–	0.01%	551
2020 Q4	$13K	Hold	419	–	–	0.01%	521
2020 Q3	$7K	Hold	419	–	–	﹤0.01%	573
2020 Q2	$6K	Hold	419	–	–	﹤0.01%	568
2020 Q1	$5K	Hold	419	–	–	﹤0.01%	582
2019 Q4	$11K	Hold	419	–	–	0.01%	496
2019 Q3	$11K	Hold	419	–	–	0.01%	477
2019 Q2	$13K	Hold	419	–	–	0.01%	451
2019 Q1	$14K	Hold	419	–	–	0.01%	443
2018 Q4	$14K	Hold	419	–	–	0.01%	414
2018 Q3	$18K	Sell	419 -50	-11%	-$2.45K	0.01%	394
2018 Q2	$22K	Hold	469	–	–	0.02%	369
2018 Q1	$25K	Buy	+469	New	+$23.1K	0.02%	357

Other funds holding TPR

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

Fidelity Investments

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

AllianceBernstein

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

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management

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