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Global Wealth Management Investment Advisory’s Tapestry TPR Stock Holding History

Global Wealth Management Investment Advisory’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
2019
Q4 		– Sell
-512
Closed -$13.3K – 717
2019
Q3 		$13K Sell
512
-60
-10% -$1.58K 0.01% 296
2019
Q2 		$18K Buy
572
+60
+12% +$1.87K 0.01% 289
2019
Q1 		$17K Hold
512
– – 0.01% 325
2018
Q4 		$17K Buy
+512
New +$20.6K 0.01% 316

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Global Wealth Management Investment Advisory's TPR Position: Q4 2019 in Review

Global Wealth Management Investment Advisory sold out of Tapestry (TPR) in Q4 2019, closing a stake of 512 shares — an estimated $13.3K sold.

Global Wealth Management Investment Advisory first reported a position in TPR in Q4 2018 and held it in 4 quarters. The position peaked at $18K in Q2 2019. 545 funds tracked by Wall St. Rank hold TPR as of Q4 2019.

  • Global Wealth Management Investment Advisory reported no remaining Tapestry position as of Q4 2019 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 512 Tapestry shares in Q4 2019, an estimated $13.3K.
  • Global Wealth Management Investment Advisory first reported a position in Tapestry in Q4 2018 and held it in 4 quarters.
  • Global Wealth Management Investment Advisory's Tapestry position peaked at $18K in Q2 2019.
  • 545 funds tracked by Wall St. Rank held Tapestry as of Q4 2019.

Based on Global Wealth Management Investment Advisory's 13F filing for Q4 2019, filed 14 Feb 2020.