Modera Wealth Management’s Tapestry TPR Stock Holding History

Modera 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 Q1	–	Sell	-6,244	Closed	-$254K	–	572
2021 Q4	$254K	Buy	+6,244	New	+$257K	0.01%	475

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

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

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

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

Modera Wealth Management's TPR Position: Q1 2022 in Review

Modera Wealth Management sold out of Tapestry (TPR) in Q1 2022, closing a stake of 6,244 shares — an estimated $254K sold.

Modera Wealth Management first reported a position in TPR in Q4 2021 and held it in 1 quarter. The position peaked at $254K in Q4 2021. 547 funds tracked by Wall St. Rank hold TPR as of Q1 2022.

Modera Wealth Management reported no remaining Tapestry position as of Q1 2022 after selling out during the quarter.
Modera Wealth Management sold 6,244 Tapestry shares in Q1 2022, an estimated $254K.
Modera Wealth Management first reported a position in Tapestry in Q4 2021 and held it in 1 quarter.
Modera Wealth Management's Tapestry position peaked at $254K in Q4 2021.
547 funds tracked by Wall St. Rank held Tapestry as of Q1 2022.

Based on Modera Wealth Management's 13F filing for Q1 2022, filed 3 May 2022.