IWM
TPR icon

IHT Wealth Management’s Tapestry TPR Stock Holding History

IHT 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
2021
Q3 		– Sell
-38,087
Closed -$1.66M – 966
2021
Q2 		$1.66M Buy
38,087
+14,698
+63% +$656K 0.11% 198
2021
Q1 		$964K Buy
+23,389
New +$901K 0.07% 276
2018
Q2 		– Sell
-90
Closed -$5K – 1277
2018
Q1 		$5K Buy
+90
New +$4.44K ﹤0.01% 1351
2017
Q4 		– Sell
-54
Closed -$2K – 1773
2017
Q3 		$2K Sell
54
-46
-46% -$2.03K ﹤0.01% 1238
2017
Q2 		$1 Hold
100
– – ﹤0.01% 1363
2017
Q1 		$4K Hold
100
– – ﹤0.01% 999
2016
Q4 		$4K Buy
+100
New +$3.65K ﹤0.01% 958

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 $1.47T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $431B 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 $3.69B AUM 86.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return