CAC
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Certified Advisory Corp’s Tapestry TPR Stock Holding History

Certified Advisory Corp’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
2021
Q2 		– Sell
-100
Closed -$4K – 686
2021
Q1 		$4K Buy
+100
New +$3.85K ﹤0.01% 696
2020
Q2 		$1K Hold
100
– – ﹤0.01% 740
2020
Q1 		$1K Hold
100
– – ﹤0.01% 751
2019
Q4 		$3K Sell
100
-41
-29% -$1.07K ﹤0.01% 710
2019
Q3 		$4K Hold
141
– – ﹤0.01% 695
2019
Q2 		$4K Buy
141
+41
+41% +$1.28K ﹤0.01% 711
2019
Q1 		$3K Hold
100
– – ﹤0.01% 676
2018
Q4 		$3K Hold
100
– – ﹤0.01% 672
2018
Q3 		$5K Hold
100
– – ﹤0.01% 664
2018
Q2 		$5K Sell
100
-35
-26% -$1.68K ﹤0.01% 639
2018
Q1 		$7K Buy
+135
New +$6.66K ﹤0.01% 559

Other funds holding TPR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
SCM
Suvretta Capital Management New York $3.69B AUM 86.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return