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Lee Financial’s Tapestry TPR Stock Holding History

Lee Financial’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
Q1 		– Sell
-65
Closed -$2.39K – 760
2023
Q4 		$2.39K Sell
65
-109
-63% -$3.36K ﹤0.01% 706
2023
Q3 		$5K Buy
174
+60
+53% +$2.2K ﹤0.01% 520
2023
Q2 		$4.88K Sell
114
-45
-28% -$1.87K ﹤0.01% 512
2023
Q1 		$6.86K Hold
159
– – ﹤0.01% 479
2022
Q4 		$6.05K Sell
159
-18
-10% -$616 ﹤0.01% 526
2022
Q3 		$5K Sell
177
-20
-10% -$668 ﹤0.01% 551
2022
Q2 		$6K Buy
197
+52
+36% +$1.7K ﹤0.01% 540
2022
Q1 		$5K Sell
145
-72
-33% -$2.76K ﹤0.01% 517
2021
Q4 		$9K Buy
217
+201
+1,256% +$8.27K ﹤0.01% 525
2021
Q3 		$1K Sell
16
-26
-62% -$1.07K ﹤0.01% 685
2021
Q2 		$2K Buy
+42
New +$1.87K ﹤0.01% 623

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Lee Financial's TPR Position: Q1 2024 in Review

Lee Financial sold out of Tapestry (TPR) in Q1 2024, closing a stake of 65 shares — an estimated $2.39K sold.

Lee Financial first reported a position in TPR in Q2 2021 and held it in 11 quarters. The position peaked at $9K in Q4 2021. 640 funds tracked by Wall St. Rank hold TPR as of Q1 2024.

  • Lee Financial reported no remaining Tapestry position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 65 Tapestry shares in Q1 2024, an estimated $2.39K.
  • Lee Financial first reported a position in Tapestry in Q2 2021 and held it in 11 quarters.
  • Lee Financial's Tapestry position peaked at $9K in Q4 2021.
  • 640 funds tracked by Wall St. Rank held Tapestry as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.