Surevest’s Tapestry TPR Stock Holding History

Surevest’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
2022 Q3	–	Sell	-12	Closed	–	–	587
2022 Q2	$0	Hold	12	–	–	﹤0.01%	593
2022 Q1	$0	Hold	12	–	–	﹤0.01%	564
2021 Q4	$0	Buy	+12	New	+$493	﹤0.01%	544

Other funds holding TPR

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Surevest's TPR Position: Q3 2022 in Review

Surevest sold out of Tapestry (TPR) in Q3 2022, closing a stake of 12 shares.

Surevest first reported a position in TPR in Q4 2021 and held it in 3 quarters. The position peaked at $0 in Q2 2022. 550 funds tracked by Wall St. Rank hold TPR as of Q3 2022.

Surevest reported no remaining Tapestry position as of Q3 2022 after selling out during the quarter.
Surevest sold 12 Tapestry shares in Q3 2022.
Surevest first reported a position in Tapestry in Q4 2021 and held it in 3 quarters.
Surevest's Tapestry position peaked at $0 in Q2 2022.
550 funds tracked by Wall St. Rank held Tapestry as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.