Polaris Wealth Advisory Group’s Tapestry TPR Stock Holding History

Polaris Wealth Advisory Group’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
2023 Q1	–	Sell	-355,584	Closed	-$15.1M	–	187
2022 Q4	$15.1M	Buy	+355,584	New	+$12.2M	1.12%	31
2021 Q1	–	Sell	-727,986	Closed	-$24.9M	–	206
2020 Q4	$24.9M	Buy	+727,986	New	+$18.4M	1.86%	13
2018 Q4	–	Sell	-232	Closed	-$12K	–	427
2018 Q3	$12K	Buy	+232	New	+$11.4K	﹤0.01%	388
2018 Q2	–	Sell	-50	Closed	-$3K	–	416
2018 Q1	$3K	Buy	+50	New	+$2.47K	﹤0.01%	427

Other funds holding TPR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Polaris Wealth Advisory Group's TPR Position: Q1 2023 in Review

Polaris Wealth Advisory Group sold out of Tapestry (TPR) in Q1 2023, closing a stake of 355,584 shares — an estimated $15.1M sold.

Polaris Wealth Advisory Group first reported a position in TPR in Q1 2018 and held it in 4 quarters. The position peaked at $24.9M in Q4 2020. 586 funds tracked by Wall St. Rank hold TPR as of Q1 2023.

Polaris Wealth Advisory Group reported no remaining Tapestry position as of Q1 2023 after selling out during the quarter.
Polaris Wealth Advisory Group sold 355,584 Tapestry shares in Q1 2023, an estimated $15.1M.
Polaris Wealth Advisory Group first reported a position in Tapestry in Q1 2018 and held it in 4 quarters.
Polaris Wealth Advisory Group's Tapestry position peaked at $24.9M in Q4 2020.
586 funds tracked by Wall St. Rank held Tapestry as of Q1 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2023, filed 3 May 2023.