RMR Wealth Builders’s Tapestry TPR Stock Holding History

RMR Wealth Builders’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 Q2	–	Sell	-252	Closed	-$10K	–	661
2021 Q1	$10K	Buy	+252	New	+$9.71K	﹤0.01%	605

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

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

SCM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

RMR Wealth Builders's TPR Position: Q2 2021 in Review

RMR Wealth Builders sold out of Tapestry (TPR) in Q2 2021, closing a stake of 252 shares — an estimated $10K sold.

RMR Wealth Builders first reported a position in TPR in Q1 2021 and held it in 1 quarter. The position peaked at $10K in Q1 2021. 562 funds tracked by Wall St. Rank hold TPR as of Q2 2021.

RMR Wealth Builders reported no remaining Tapestry position as of Q2 2021 after selling out during the quarter.
RMR Wealth Builders sold 252 Tapestry shares in Q2 2021, an estimated $10K.
RMR Wealth Builders first reported a position in Tapestry in Q1 2021 and held it in 1 quarter.
RMR Wealth Builders's Tapestry position peaked at $10K in Q1 2021.
562 funds tracked by Wall St. Rank held Tapestry as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.