SWM
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SVA Wealth Management’s Tapestry TPR Stock Holding History

SVA Wealth Management’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
2020
Q3 		– Sell
-14,986
Closed -$199K – 213
2020
Q2 		$199K Buy
14,986
+880
+6% +$12.5K 0.02% 194
2020
Q1 		$183K Buy
14,106
+1,250
+10% +$29.3K 0.02% 182
2019
Q4 		$347K Sell
12,856
-4,345
-25% -$113K 0.03% 170
2019
Q3 		$448K Buy
17,201
+2,246
+15% +$59.2K 0.04% 154
2019
Q2 		$475K Buy
+14,955
New +$466K 0.05% 150

Other funds holding TPR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SVA Wealth Management's TPR Position: Q3 2020 in Review

SVA Wealth Management sold out of Tapestry (TPR) in Q3 2020, closing a stake of 14,986 shares — an estimated $199K sold.

SVA Wealth Management first reported a position in TPR in Q2 2019 and held it in 5 quarters. The position peaked at $475K in Q2 2019. 410 funds tracked by Wall St. Rank hold TPR as of Q3 2020.

  • SVA Wealth Management reported no remaining Tapestry position as of Q3 2020 after selling out during the quarter.
  • SVA Wealth Management sold 14,986 Tapestry shares in Q3 2020, an estimated $199K.
  • SVA Wealth Management first reported a position in Tapestry in Q2 2019 and held it in 5 quarters.
  • SVA Wealth Management's Tapestry position peaked at $475K in Q2 2019.
  • 410 funds tracked by Wall St. Rank held Tapestry as of Q3 2020.

Based on SVA Wealth Management's 13F filing for Q3 2020, filed 27 Oct 2020.