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Pacific Capital Wealth Advisors’s Tapestry TPR Stock Holding History

Pacific Capital Wealth 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
2024
Q2 		– Sell
-116
Closed -$5.51K – 662
2024
Q1 		$5.51K Buy
+116
New +$4.98K ﹤0.01% 294

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pacific Capital Wealth Advisors's TPR Position: Q2 2024 in Review

Pacific Capital Wealth Advisors sold out of Tapestry (TPR) in Q2 2024, closing a stake of 116 shares — an estimated $5.51K sold.

Pacific Capital Wealth Advisors first reported a position in TPR in Q1 2024 and held it in 1 quarter. The position peaked at $5.51K in Q1 2024. 618 funds tracked by Wall St. Rank hold TPR as of Q2 2024.

  • Pacific Capital Wealth Advisors reported no remaining Tapestry position as of Q2 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 116 Tapestry shares in Q2 2024, an estimated $5.51K.
  • Pacific Capital Wealth Advisors first reported a position in Tapestry in Q1 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's Tapestry position peaked at $5.51K in Q1 2024.
  • 618 funds tracked by Wall St. Rank held Tapestry as of Q2 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.