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Engrave Wealth Partners’s Tapestry TPR Stock Holding History

Engrave Wealth Partners’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
Q3 		– Sell
-165,993
Closed -$7.22M – 78
2021
Q2 		$7.22M Buy
165,993
+16,787
+11% +$749K 2.18% 16
2021
Q1 		$6.15M Buy
149,206
+90,675
+155% +$3.49M 2.48% 14
2020
Q4 		$1.99M Buy
+58,531
New +$1.48M 1.63% 22

Other funds holding TPR

Vanguard Group
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Engrave Wealth Partners's TPR Position: Q3 2021 in Review

Engrave Wealth Partners sold out of Tapestry (TPR) in Q3 2021, closing a stake of 165,993 shares — an estimated $7.22M sold.

Engrave Wealth Partners first reported a position in TPR in Q4 2020 and held it in 3 quarters. The position peaked at $7.22M in Q2 2021. 514 funds tracked by Wall St. Rank hold TPR as of Q3 2021.

  • Engrave Wealth Partners reported no remaining Tapestry position as of Q3 2021 after selling out during the quarter.
  • Engrave Wealth Partners sold 165,993 Tapestry shares in Q3 2021, an estimated $7.22M.
  • Engrave Wealth Partners first reported a position in Tapestry in Q4 2020 and held it in 3 quarters.
  • Engrave Wealth Partners's Tapestry position peaked at $7.22M in Q2 2021.
  • 514 funds tracked by Wall St. Rank held Tapestry as of Q3 2021.

Based on Engrave Wealth Partners's 13F filing for Q3 2021, filed 8 Oct 2021.