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Optimum Investment Advisors’s Tapestry TPR Stock Holding History

Optimum Investment Advisors’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
Q3 		– Sell
-150
Closed -$5K – 881
2022
Q2 		$5K Buy
+150
New +$4.91K ﹤0.01% 694
2021
Q2 		– Sell
-850
Closed -$35K – 976
2021
Q1 		$35K Buy
+850
New +$32.8K 0.01% 575
2015
Q1 		$16K Hold
400
– – 0.01% 740
2014
Q4 		$16K Hold
400
– – 0.01% 771
2014
Q3 		$14K Sell
400
-500
-56% -$17.9K ﹤0.01% 710
2014
Q2 		$31K Sell
900
-200
-18% -$8.59K 0.01% 581
2014
Q1 		$55K Buy
1,100
+400
+57% +$19.9K 0.02% 386
2013
Q4 		$39K Hold
700
– – 0.01% 424
2013
Q3 		$38K Buy
+700
New +$38.5K 0.02% 405

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Optimum Investment Advisors's TPR Position: Q3 2022 in Review

Optimum Investment Advisors sold out of Tapestry (TPR) in Q3 2022, closing a stake of 150 shares — an estimated $5K sold.

Optimum Investment Advisors first reported a position in TPR in Q3 2013 and held it in 9 quarters. The position peaked at $55K in Q1 2014. 550 funds tracked by Wall St. Rank hold TPR as of Q3 2022.

  • Optimum Investment Advisors reported no remaining Tapestry position as of Q3 2022 after selling out during the quarter.
  • Optimum Investment Advisors sold 150 Tapestry shares in Q3 2022, an estimated $5K.
  • Optimum Investment Advisors first reported a position in Tapestry in Q3 2013 and held it in 9 quarters.
  • Optimum Investment Advisors's Tapestry position peaked at $55K in Q1 2014.
  • 550 funds tracked by Wall St. Rank held Tapestry as of Q3 2022.

Based on Optimum Investment Advisors's 13F filing for Q3 2022, filed 24 Oct 2022.