LifePlan Financial Group’s Tapestry TPR Stock Holding History

LifePlan Financial Group’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
2020 Q3	$27K	Hold	1,700	–	–	0.01%	310
2020 Q2	$23K	Sell	1,700 -1,345	-44%	-$19.1K	0.01%	319
2020 Q1	$39K	Hold	3,045	–	–	0.02%	249
2019 Q4	$82K	Hold	3,045	–	–	0.04%	205
2019 Q3	$79K	Hold	3,045	–	–	0.04%	202
2019 Q2	$97K	Hold	3,045	–	–	0.05%	184
2019 Q1	$99K	Hold	3,045	–	–	0.05%	182
2018 Q4	$103K	Hold	3,045	–	–	0.06%	174
2018 Q3	$153K	Hold	3,045	–	–	0.08%	149
2018 Q2	$142K	Hold	3,045	–	–	0.08%	147
2018 Q1	$160K	Buy	+3,045	New	+$150K	0.09%	130

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LifePlan Financial Group's TPR Position: Q3 2020 in Review

LifePlan Financial Group held its Tapestry (TPR) position steady in Q3 2020 at 1,700 shares worth $27K. The position accounts for 0.01% of the portfolio, ranked #310.

LifePlan Financial Group first reported a position in TPR in Q1 2018 and has held it in 11 quarters since. The position peaked at $160K in Q1 2018. 410 funds tracked by Wall St. Rank hold TPR as of Q3 2020.

LifePlan Financial Group held 1,700 shares of Tapestry worth $27K as of Q3 2020.
LifePlan Financial Group left its Tapestry share count unchanged in Q3 2020.
Tapestry made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #310 holding.
LifePlan Financial Group first reported a position in Tapestry in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's Tapestry position peaked at $160K in Q1 2018.
410 funds tracked by Wall St. Rank held Tapestry as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.