Lake Point Wealth Management’s Tapestry TPR Stock Holding History

Lake Point 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
2022 Q2	$7K	Hold	217	–	–	﹤0.01%	200
2022 Q1	$8K	Hold	217	–	–	﹤0.01%	195
2021 Q4	$9K	Hold	217	–	–	﹤0.01%	192
2021 Q3	$8K	Hold	217	–	–	﹤0.01%	193
2021 Q2	$9K	Buy	+217	New	+$9.69K	﹤0.01%	191
2020 Q1	$3K	Hold	217	–	–	﹤0.01%	242
2019 Q4	$6K	Buy	+217	New	+$5.66K	﹤0.01%	345
2019 Q2	$7K	Hold	217	–	–	﹤0.01%	383
2019 Q1	$7K	Hold	217	–	–	﹤0.01%	383
2018 Q4	$7K	Buy	+217	New	+$8.73K	﹤0.01%	520

Other funds holding TPR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lake Point Wealth Management's TPR Position: Q2 2022 in Review

Lake Point Wealth Management held its Tapestry (TPR) position steady in Q2 2022 at 217 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #200.

Lake Point Wealth Management first reported a position in TPR in Q4 2018 and has held it in 10 quarters since. The position peaked at $9K in Q4 2021. 557 funds tracked by Wall St. Rank hold TPR as of Q2 2022.

Lake Point Wealth Management held 217 shares of Tapestry worth $7K as of Q2 2022.
Lake Point Wealth Management left its Tapestry share count unchanged in Q2 2022.
Tapestry made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #200 holding.
Lake Point Wealth Management first reported a position in Tapestry in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's Tapestry position peaked at $9K in Q4 2021.
557 funds tracked by Wall St. Rank held Tapestry as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.