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Planning Capital Management Corporation’s Tapestry TPR Stock Holding History

Planning Capital Management Corporation’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
Q3 		$10.1K Buy
214
+194
+970% +$8K 0.01% 439
2024
Q2 		$856 Hold
20
– – ﹤0.01% 596
2024
Q1 		$950 Hold
20
– – ﹤0.01% 613
2023
Q4 		$737 Buy
+20
New +$616 ﹤0.01% 614

Other funds holding TPR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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

Planning Capital Management Corporation's TPR Position: Q3 2024 in Review

Planning Capital Management Corporation increased its Tapestry (TPR) stake by 970% in Q3 2024, buying an estimated $8K and bringing the position to 214 shares worth $10.1K. The position accounts for 0.01% of the portfolio, ranked #439.

Planning Capital Management Corporation first reported a position in TPR in Q4 2023 and has held it in 4 quarters since. 672 funds tracked by Wall St. Rank hold TPR as of Q3 2024.

  • Planning Capital Management Corporation held 214 shares of Tapestry worth $10.1K as of Q3 2024.
  • Planning Capital Management Corporation bought 194 Tapestry shares in Q3 2024, an estimated $8K.
  • Tapestry made up 0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #439 holding.
  • Planning Capital Management Corporation first reported a position in Tapestry in Q4 2023 and has held it in 4 quarters since.
  • 672 funds tracked by Wall St. Rank held Tapestry as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.