Focused Wealth Management’s Tapestry TPR Stock Holding History

Focused 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
2024 Q4	–	Sell	-10,000	Closed	-$470K	–	253
2024 Q3	$470K	Buy	+10,000	New	+$413K	0.06%	112

Other funds holding TPR

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Focused Wealth Management's TPR Position: Q1 2014 in Review

Focused Wealth Management sold out of Tapestry (TPR) in Q1 2014, closing a stake of 7 shares.

Focused Wealth Management first reported a position in TPR in Q3 2013 and held it in 2 quarters. The position peaked at $0 in Q4 2013. 662 funds tracked by Wall St. Rank hold TPR as of Q1 2014.

Focused Wealth Management reported no remaining Tapestry position as of Q1 2014 after selling out during the quarter.
Focused Wealth Management sold 7 Tapestry shares in Q1 2014.
Focused Wealth Management first reported a position in Tapestry in Q3 2013 and held it in 2 quarters.
Focused Wealth Management's Tapestry position peaked at $0 in Q4 2013.
662 funds tracked by Wall St. Rank held Tapestry as of Q1 2014.

Based on Focused Wealth Management's 13F filing for Q1 2014, filed 5 May 2014.