Regent Peak Wealth Advisors’s Tapestry TPR Stock Holding History

Regent Peak 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
2021 Q1	–	Sell	-192	Closed	-$6K	–	901
2020 Q4	$6K	Buy	+192	New	+$4.86K	﹤0.01%	644

Other funds holding TPR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

SCM

Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Regent Peak Wealth Advisors's TPR Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Tapestry (TPR) in Q1 2021, closing a stake of 192 shares — an estimated $6K sold.

Regent Peak Wealth Advisors first reported a position in TPR in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 544 funds tracked by Wall St. Rank hold TPR as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining Tapestry position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 192 Tapestry shares in Q1 2021, an estimated $6K.
Regent Peak Wealth Advisors first reported a position in Tapestry in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's Tapestry position peaked at $6K in Q4 2020.
544 funds tracked by Wall St. Rank held Tapestry as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.