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Liberty Wealth Management’s Tapestry TPR Stock Holding History

Liberty 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
Q2 		– Sell
-14
Closed – – 1178
2021
Q1 		$0 Hold
14
– – ﹤0.01% 1042
2020
Q4 		$0 Buy
+14
New +$354 ﹤0.01% 1070
2019
Q3 		– Sell
-67
Closed -$2K – 982
2019
Q2 		$2K Hold
67
– – ﹤0.01% 778
2019
Q1 		$2K Sell
67
-111
-62% -$3.89K ﹤0.01% 646
2018
Q4 		$6K Buy
+178
New +$7.16K ﹤0.01% 522

Other funds holding TPR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Liberty Wealth Management's TPR Position: Q2 2021 in Review

Liberty Wealth Management sold out of Tapestry (TPR) in Q2 2021, closing a stake of 14 shares.

Liberty Wealth Management first reported a position in TPR in Q4 2018 and held it in 5 quarters. The position peaked at $6K in Q4 2018. 562 funds tracked by Wall St. Rank hold TPR as of Q2 2021.

  • Liberty Wealth Management reported no remaining Tapestry position as of Q2 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 14 Tapestry shares in Q2 2021.
  • Liberty Wealth Management first reported a position in Tapestry in Q4 2018 and held it in 5 quarters.
  • Liberty Wealth Management's Tapestry position peaked at $6K in Q4 2018.
  • 562 funds tracked by Wall St. Rank held Tapestry as of Q2 2021.

Based on Liberty Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.