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TFO Wealth Partners’s Tapestry TPR Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-7
Closed -$332 – 681
2024
Q1 		$332 Hold
7
– – ﹤0.01% 370
2023
Q4 		$258 Sell
7
-10
-59% -$308 ﹤0.01% 570
2023
Q3 		$728 Buy
17
+10
+143% +$366 ﹤0.01% 355
2023
Q2 		$300 Hold
7
– – ﹤0.01% 405
2023
Q1 		$302 Sell
7
-400
-98% -$17.2K ﹤0.01% 374
2022
Q4 		$7.3K Buy
+407
New +$13.9K ﹤0.01% 135
2022
Q3 		– Sell
-76
Closed -$2K – 465
2022
Q2 		$2K Buy
+76
New +$2.49K ﹤0.01% 358

Other funds holding TPR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TFO Wealth Partners's TPR Position: Q2 2024 in Review

TFO Wealth Partners sold out of Tapestry (TPR) in Q2 2024, closing a stake of 7 shares — an estimated $332 sold.

TFO Wealth Partners first reported a position in TPR in Q2 2022 and held it in 7 quarters. The position peaked at $7.3K in Q4 2022. 619 funds tracked by Wall St. Rank hold TPR as of Q2 2024.

  • TFO Wealth Partners reported no remaining Tapestry position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 7 Tapestry shares in Q2 2024, an estimated $332.
  • TFO Wealth Partners first reported a position in Tapestry in Q2 2022 and held it in 7 quarters.
  • TFO Wealth Partners's Tapestry position peaked at $7.3K in Q4 2022.
  • 619 funds tracked by Wall St. Rank held Tapestry as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.