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Kingswood Wealth Advisors’s Tapestry TPR Stock Holding History

Kingswood Wealth Advisors’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
2024
Q4 		– Sell
-5,134
Closed -$241K – 894
2024
Q3 		$241K Sell
5,134
-156
-3% -$6.44K 0.02% 629
2024
Q2 		$226K Sell
5,290
-30
-0.6% -$1.25K 0.02% 605
2024
Q1 		$253K Buy
+5,320
New +$228K 0.03% 533

Other funds holding TPR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Kingswood Wealth Advisors's TPR Position: Q4 2024 in Review

Kingswood Wealth Advisors sold out of Tapestry (TPR) in Q4 2024, closing a stake of 5,134 shares — an estimated $241K sold.

Kingswood Wealth Advisors first reported a position in TPR in Q1 2024 and held it in 3 quarters. The position peaked at $253K in Q1 2024. 739 funds tracked by Wall St. Rank hold TPR as of Q4 2024.

  • Kingswood Wealth Advisors reported no remaining Tapestry position as of Q4 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 5,134 Tapestry shares in Q4 2024, an estimated $241K.
  • Kingswood Wealth Advisors first reported a position in Tapestry in Q1 2024 and held it in 3 quarters.
  • Kingswood Wealth Advisors's Tapestry position peaked at $253K in Q1 2024.
  • 739 funds tracked by Wall St. Rank held Tapestry as of Q4 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.