Sutton Wealth Advisors’s Tapestry TPR Stock Holding History

Sutton 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
2023 Q3	$1.61K	Sell	56 -16	-22%	-$586	﹤0.01%	750
2023 Q2	$3.08K	Buy	72 +4	+6%	+$167	﹤0.01%	638
2023 Q1	$2.93K	Hold	68	–	–	﹤0.01%	591
2022 Q4	$2.59K	Hold	68	–	–	﹤0.01%	1178
2022 Q3	$1.93K	Sell	68 -30	-31%	-$1K	﹤0.01%	1193
2022 Q2	$2.99K	Buy	98 +30	+44%	+$982	﹤0.01%	1128
2022 Q1	$2.53K	Sell	68 -4	-6%	-$153	﹤0.01%	1177
2021 Q4	$2.92K	Hold	72	–	–	﹤0.01%	1147
2021 Q3	$2.67K	Buy	72 +4	+6%	+$165	﹤0.01%	1135
2021 Q2	$2.96K	Hold	68	–	–	﹤0.01%	1121
2021 Q1	$2.8K	Hold	68	–	–	﹤0.01%	1100
2020 Q4	$2.11K	Hold	68	–	–	﹤0.01%	1104
2020 Q3	$1.06K	Sell	68 -23	-25%	-$339	﹤0.01%	1131
2020 Q2	$1.21K	Buy	91 +74	+435%	+$1.05K	﹤0.01%	1106
2020 Q1	$220	Sell	17 -62	-78%	-$1.45K	﹤0.01%	1175
2019 Q4	$2.13K	Buy	79 +52	+193%	+$1.35K	﹤0.01%	1055
2019 Q3	$703	Hold	27	–	–	﹤0.01%	1141
2019 Q2	$857	Sell	27 -15	-36%	-$468	﹤0.01%	1112
2019 Q1	$1.36K	Hold	42	–	–	﹤0.01%	1090
2018 Q4	$1.42K	Hold	42	–	–	﹤0.01%	1020
2018 Q3	$2.11K	Sell	42 -6	-13%	-$294	﹤0.01%	990
2018 Q2	$2.24K	Hold	48	–	–	﹤0.01%	1001
2018 Q1	$2.52K	Hold	48	–	–	﹤0.01%	989
2017 Q4	$2.12K	Buy	+48	New	+$1.98K	﹤0.01%	961

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

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 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

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

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

Sutton Wealth Advisors's TPR Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its Tapestry (TPR) stake by 22% in Q3 2023, selling an estimated $586 and leaving 56 shares worth $1.61K. The position accounts for ﹤0.01% of the portfolio, ranked #750.

Sutton Wealth Advisors first reported a position in TPR in Q4 2017 and has held it in 24 quarters since. The position peaked at $3.08K in Q2 2023. 571 funds tracked by Wall St. Rank hold TPR as of Q3 2023.

Sutton Wealth Advisors held 56 shares of Tapestry worth $1.61K as of Q3 2023.
Sutton Wealth Advisors sold 16 Tapestry shares in Q3 2023, an estimated $586.
Tapestry made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #750 holding.
Sutton Wealth Advisors first reported a position in Tapestry in Q4 2017 and has held it in 24 quarters since.
Sutton Wealth Advisors's Tapestry position peaked at $3.08K in Q2 2023.
571 funds tracked by Wall St. Rank held Tapestry as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.