First Personal Financial Services’s Tapestry TPR Stock Holding History

First Personal Financial Services’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
2024 Q3	$141	Buy	+3	New	+$124	﹤0.01%	509
2020 Q1	–	Sell	-22	Closed	-$1K	–	508
2019 Q4	$1K	Hold	22	–	–	﹤0.01%	492
2019 Q3	$1K	Buy	22 +2	+10%	+$53	﹤0.01%	510
2019 Q2	$1K	Buy	+20	New	+$624	﹤0.01%	760
2018 Q2	–	Sell	-645	Closed	-$34K	–	911
2018 Q1	$34K	Sell	645 -620	-49%	-$30.6K	0.01%	523
2017 Q4	$56K	Sell	1,265 -7	-0.6%	-$289	0.01%	452
2017 Q3	$51K	Buy	1,272 +1,182	+1,313%	+$52.1K	0.01%	420
2017 Q2	$4K	Hold	90	–	–	﹤0.01%	812
2017 Q1	$4K	Hold	90	–	–	﹤0.01%	815
2016 Q4	$3K	Buy	+90	New	+$3.29K	﹤0.01%	873
2016 Q3	–	Sell	-190	Closed	-$8K	–	850
2016 Q2	$8K	Buy	+190	New	+$7.49K	﹤0.01%	624

Other funds holding TPR

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Personal Financial Services's TPR Position: Q3 2024 in Review

First Personal Financial Services opened a new position in Tapestry (TPR) in Q3 2024: 3 shares worth $141. The stake represents ﹤0.01% of the portfolio and ranks #509 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in TPR as recently as Q4 2019.

First Personal Financial Services first reported a position in TPR in Q2 2016 and has held it in 11 quarters since. The position peaked at $56K in Q4 2017. 671 funds tracked by Wall St. Rank hold TPR as of Q3 2024.

First Personal Financial Services held 3 shares of Tapestry worth $141 as of Q3 2024.
Tapestry was a new First Personal Financial Services position in Q3 2024.
Tapestry made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #509 holding.
First Personal Financial Services first reported a position in Tapestry in Q2 2016 and has held it in 11 quarters since.
First Personal Financial Services's Tapestry position peaked at $56K in Q4 2017.
671 funds tracked by Wall St. Rank held Tapestry as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.