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Heritage Wealth Management (Arizona)’s Tapestry TPR Stock Holding History

Heritage Wealth Management (Arizona)’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
2021
Q3 		$22K Hold
597
– – 0.01% 545
2021
Q2 		$26K Hold
597
– – 0.01% 524
2021
Q1 		$25K Buy
+597
New +$23K 0.01% 465

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s TPR Position: Q3 2021 in Review

Heritage Wealth Management (Arizona) held its Tapestry (TPR) position steady in Q3 2021 at 597 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #545.

Heritage Wealth Management (Arizona) first reported a position in TPR in Q1 2021 and has held it in 3 quarters since. The position peaked at $26K in Q2 2021. 514 funds tracked by Wall St. Rank hold TPR as of Q3 2021.

  • Heritage Wealth Management (Arizona) held 597 shares of Tapestry worth $22K as of Q3 2021.
  • Heritage Wealth Management (Arizona) left its Tapestry share count unchanged in Q3 2021.
  • Tapestry made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q3 2021, its #545 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Tapestry in Q1 2021 and has held it in 3 quarters since.
  • Heritage Wealth Management (Arizona)'s Tapestry position peaked at $26K in Q2 2021.
  • 514 funds tracked by Wall St. Rank held Tapestry as of Q3 2021.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2021, filed 10 Nov 2021.