BerganKDV Wealth Management’s Tapestry TPR Stock Holding History

BerganKDV 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
2020 Q2	–	Sell	-24	Closed	–	–	1092
2020 Q1	$0	Hold	24	–	–	﹤0.01%	1005
2019 Q4	$1K	Hold	24	–	–	﹤0.01%	902
2019 Q3	$1K	Hold	24	–	–	﹤0.01%	681
2019 Q2	$1K	Hold	24	–	–	﹤0.01%	721
2019 Q1	$1K	Hold	24	–	–	﹤0.01%	718
2018 Q4	$1K	Buy	+24	New	+$966	﹤0.01%	681
2018 Q3	–	Sell	-200	Closed	-$9K	–	653
2018 Q2	$9K	Buy	+200	New	+$9.62K	﹤0.01%	516

Other funds holding TPR

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

BerganKDV Wealth Management's TPR Position: Q2 2020 in Review

BerganKDV Wealth Management sold out of Tapestry (TPR) in Q2 2020, closing a stake of 24 shares.

BerganKDV Wealth Management first reported a position in TPR in Q2 2018 and held it in 7 quarters. The position peaked at $9K in Q2 2018. 428 funds tracked by Wall St. Rank hold TPR as of Q2 2020.

BerganKDV Wealth Management reported no remaining Tapestry position as of Q2 2020 after selling out during the quarter.
BerganKDV Wealth Management sold 24 Tapestry shares in Q2 2020.
BerganKDV Wealth Management first reported a position in Tapestry in Q2 2018 and held it in 7 quarters.
BerganKDV Wealth Management's Tapestry position peaked at $9K in Q2 2018.
428 funds tracked by Wall St. Rank held Tapestry as of Q2 2020.

Based on BerganKDV Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.