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Measured Wealth Private Client Group’s Tapestry TPR Stock Holding History

Measured Wealth Private Client 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
2023
Q3 		– Sell
-13,878
Closed -$594K – 185
2023
Q2 		$594K Buy
+13,878
New +$578K 0.23% 68
2018
Q4 		– Sell
-176
Closed -$9K – 653
2018
Q3 		$9K Buy
+176
New +$8.61K 0.01% 635

Other funds holding TPR

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Measured Wealth Private Client Group's TPR Position: Q3 2023 in Review

Measured Wealth Private Client Group sold out of Tapestry (TPR) in Q3 2023, closing a stake of 13,878 shares — an estimated $594K sold.

Measured Wealth Private Client Group first reported a position in TPR in Q3 2018 and held it in 2 quarters. The position peaked at $594K in Q2 2023. 570 funds tracked by Wall St. Rank hold TPR as of Q3 2023.

  • Measured Wealth Private Client Group reported no remaining Tapestry position as of Q3 2023 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 13,878 Tapestry shares in Q3 2023, an estimated $594K.
  • Measured Wealth Private Client Group first reported a position in Tapestry in Q3 2018 and held it in 2 quarters.
  • Measured Wealth Private Client Group's Tapestry position peaked at $594K in Q2 2023.
  • 570 funds tracked by Wall St. Rank held Tapestry as of Q3 2023.

Based on Measured Wealth Private Client Group's 13F filing for Q3 2023, filed 18 Oct 2023.