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UBP Investment Advisors’s Tapestry TPR Stock Holding History

UBP Investment 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
2022
Q3 		$410K Hold
14,333
– – 0.21% 66
2022
Q2 		$440K Buy
+14,333
New +$469K 0.18% 74

Other funds holding TPR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

UBP Investment Advisors's TPR Position: Q3 2022 in Review

UBP Investment Advisors held its Tapestry (TPR) position steady in Q3 2022 at 14,333 shares worth $410K. The position accounts for 0.21% of the portfolio, ranked #66.

UBP Investment Advisors first reported a position in TPR in Q2 2022 and has held it in 2 quarters since. The position peaked at $440K in Q2 2022. 550 funds tracked by Wall St. Rank hold TPR as of Q3 2022.

  • UBP Investment Advisors held 14,333 shares of Tapestry worth $410K as of Q3 2022.
  • UBP Investment Advisors left its Tapestry share count unchanged in Q3 2022.
  • Tapestry made up 0.21% of UBP Investment Advisors's portfolio in Q3 2022, its #66 holding.
  • UBP Investment Advisors first reported a position in Tapestry in Q2 2022 and has held it in 2 quarters since.
  • UBP Investment Advisors's Tapestry position peaked at $440K in Q2 2022.
  • 550 funds tracked by Wall St. Rank held Tapestry as of Q3 2022.

Based on UBP Investment Advisors's 13F filing for Q3 2022, filed 4 Oct 2022.