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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 – 685
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 $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SCM
Suvretta Capital Management New York $5.47B AUM 131.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Certified Advisory Corp's TPR Position: Q2 2021 in Review

Certified Advisory Corp sold out of Tapestry (TPR) in Q2 2021, closing a stake of 100 shares — an estimated $4K sold.

Certified Advisory Corp first reported a position in TPR in Q1 2018 and held it in 11 quarters. The position peaked at $7K in Q1 2018. 563 funds tracked by Wall St. Rank hold TPR as of Q2 2021.

  • Certified Advisory Corp reported no remaining Tapestry position as of Q2 2021 after selling out during the quarter.
  • Certified Advisory Corp sold 100 Tapestry shares in Q2 2021, an estimated $4K.
  • Certified Advisory Corp first reported a position in Tapestry in Q1 2018 and held it in 11 quarters.
  • Certified Advisory Corp's Tapestry position peaked at $7K in Q1 2018.
  • 563 funds tracked by Wall St. Rank held Tapestry as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.