HWP
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Hefty Wealth Partners’s Tapestry TPR Stock Holding History

Hefty 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
2018
Q1 		– Sell
-21,061
Closed -$932K – 275
2017
Q4 		$932K Buy
+21,061
New +$868K 0.58% 52
2016
Q1 		– Sell
-12,698
Closed -$415K – 229
2015
Q4 		$415K Buy
+12,698
New +$395K 0.4% 78

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BlackRock
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AIG
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State Street
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Ameriprise
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Fidelity Investments
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American Century Companies
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Hefty Wealth Partners's TPR Position: Q1 2018 in Review

Hefty Wealth Partners sold out of Tapestry (TPR) in Q1 2018, closing a stake of 21,061 shares — an estimated $932K sold.

Hefty Wealth Partners first reported a position in TPR in Q4 2015 and held it in 2 quarters. The position peaked at $932K in Q4 2017. 613 funds tracked by Wall St. Rank hold TPR as of Q1 2018.

  • Hefty Wealth Partners reported no remaining Tapestry position as of Q1 2018 after selling out during the quarter.
  • Hefty Wealth Partners sold 21,061 Tapestry shares in Q1 2018, an estimated $932K.
  • Hefty Wealth Partners first reported a position in Tapestry in Q4 2015 and held it in 2 quarters.
  • Hefty Wealth Partners's Tapestry position peaked at $932K in Q4 2017.
  • 613 funds tracked by Wall St. Rank held Tapestry as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.