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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 – 1768
2017
Q3 		$2K Sell
54
-46
-46% -$2.03K ﹤0.01% 1238
2017
Q2 		$1K 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 $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
SCM
Suvretta Capital Management New York $5.47B AUM 131.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

IHT Wealth Management's TPR Position: Q3 2021 in Review

IHT Wealth Management sold out of Tapestry (TPR) in Q3 2021, closing a stake of 38,087 shares — an estimated $1.66M sold.

IHT Wealth Management first reported a position in TPR in Q4 2016 and held it in 7 quarters. The position peaked at $1.66M in Q2 2021. 515 funds tracked by Wall St. Rank hold TPR as of Q3 2021.

  • IHT Wealth Management reported no remaining Tapestry position as of Q3 2021 after selling out during the quarter.
  • IHT Wealth Management sold 38,087 Tapestry shares in Q3 2021, an estimated $1.66M.
  • IHT Wealth Management first reported a position in Tapestry in Q4 2016 and held it in 7 quarters.
  • IHT Wealth Management's Tapestry position peaked at $1.66M in Q2 2021.
  • 515 funds tracked by Wall St. Rank held Tapestry as of Q3 2021.

Based on IHT Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.