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Point View Wealth Management’s Tapestry TPR Stock Holding History

Point View 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
2020
Q4 		$405K Sell
13,040
-2,136
-14% -$54.1K 0.16% 176
2020
Q3 		$237K Sell
15,176
-1,543
-9% -$22.7K 0.11% 218
2020
Q2 		$222K Sell
16,719
-820
-5% -$11.6K 0.11% 223
2020
Q1 		$227K Buy
17,539
+7,986
+84% +$187K 0.12% 202
2019
Q4 		$258K Sell
9,553
-451
-5% -$11.8K 0.11% 221
2019
Q3 		$261K Sell
10,004
-1,993
-17% -$52.5K 0.12% 216
2019
Q2 		$381K Sell
11,997
-335
-3% -$10.4K 0.16% 170
2019
Q1 		$401K Sell
12,332
-235
-2% -$8.24K 0.18% 161
2018
Q4 		$424K Hold
12,567
– – 0.21% 142
2018
Q3 		$632K Sell
12,567
-366
-3% -$17.9K 0.28% 126
2018
Q2 		$604K Sell
12,933
-562
-4% -$27K 0.28% 125
2018
Q1 		$710K Sell
13,495
-204
-1% -$10.1K 0.34% 110
2017
Q4 		$606K Hold
13,699
– – 0.29% 126
2017
Q3 		$552K Sell
13,699
-1,182
-8% -$52.1K 0.27% 137
2017
Q2 		$704K Sell
14,881
-194
-1% -$8.51K 0.35% 107
2017
Q1 		$623K Buy
15,075
+746
+5% +$28.1K 0.32% 111
2016
Q4 		$502K Sell
14,329
-261
-2% -$9.53K 0.29% 123
2016
Q3 		$533K Sell
14,590
-225
-2% -$8.91K 0.32% 116
2016
Q2 		$604K Sell
14,815
-186
-1% -$7.33K 0.37% 101
2016
Q1 		$601K Sell
15,001
-209
-1% -$7.57K 0.39% 95
2015
Q4 		$498K Sell
15,210
-3,657
-19% -$114K 0.36% 102
2015
Q3 		$546K Sell
18,867
-1,054
-5% -$32.6K 0.44% 86
2015
Q2 		$689K Sell
19,921
-945
-5% -$36.1K 0.53% 65
2015
Q1 		$864K Buy
20,866
+684
+3% +$27.2K 0.67% 50
2014
Q4 		$758K Buy
20,182
+431
+2% +$15.2K 0.56% 53
2014
Q3 		$703K Buy
19,751
+12,074
+157% +$432K 0.6% 54
2014
Q2 		$262K Buy
+7,677
New +$330K 0.23% 148

Other funds holding TPR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
SCM
Suvretta Capital Management New York $5.47B AUM 131.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Point View Wealth Management's TPR Position: Q4 2020 in Review

Point View Wealth Management reduced its Tapestry (TPR) stake by 14% in Q4 2020, selling an estimated $54.1K and leaving 13,040 shares worth $405K. The position accounts for 0.16% of the portfolio, ranked #176.

Point View Wealth Management first reported a position in TPR in Q2 2014 and has held it in 27 quarters since. The position peaked at $864K in Q1 2015. 478 funds tracked by Wall St. Rank hold TPR as of Q4 2020.

  • Point View Wealth Management held 13,040 shares of Tapestry worth $405K as of Q4 2020.
  • Point View Wealth Management sold 2,136 Tapestry shares in Q4 2020, an estimated $54.1K.
  • Tapestry made up 0.16% of Point View Wealth Management's portfolio in Q4 2020, its #176 holding.
  • Point View Wealth Management first reported a position in Tapestry in Q2 2014 and has held it in 27 quarters since.
  • Point View Wealth Management's Tapestry position peaked at $864K in Q1 2015.
  • 478 funds tracked by Wall St. Rank held Tapestry as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.