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Gupta Wealth Management’s Tapestry TPR Stock Holding History

Gupta 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
2015
Q4 		– Sell
-375
Closed -$11K – 1360
2015
Q3 		$11K Buy
375
+110
+42% +$3.4K ﹤0.01% 891
2015
Q2 		$9K Hold
265
– – ﹤0.01% 930
2015
Q1 		$11K Buy
+265
New +$10.5K ﹤0.01% 736

Other funds holding TPR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Gupta Wealth Management's TPR Position: Q4 2015 in Review

Gupta Wealth Management sold out of Tapestry (TPR) in Q4 2015, closing a stake of 375 shares — an estimated $11K sold.

Gupta Wealth Management first reported a position in TPR in Q1 2015 and held it in 3 quarters. The position peaked at $11K in Q3 2015. 572 funds tracked by Wall St. Rank hold TPR as of Q4 2015.

  • Gupta Wealth Management reported no remaining Tapestry position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 375 Tapestry shares in Q4 2015, an estimated $11K.
  • Gupta Wealth Management first reported a position in Tapestry in Q1 2015 and held it in 3 quarters.
  • Gupta Wealth Management's Tapestry position peaked at $11K in Q3 2015.
  • 572 funds tracked by Wall St. Rank held Tapestry as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.