WEPOG
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Wealth Enhancement & Preservation of GA’s Tapestry TPR Stock Holding History

Wealth Enhancement & Preservation of GA’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
2021
Q3 		– Sell
-87,873
Closed -$3.82M – 56
2021
Q2 		$3.82M Buy
87,873
+2,710
+3% +$121K 2.81% 11
2021
Q1 		$3.84M Buy
+85,163
New +$3.28M 2.96% 10

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealth Enhancement & Preservation of GA's TPR Position: Q3 2021 in Review

Wealth Enhancement & Preservation of GA sold out of Tapestry (TPR) in Q3 2021, closing a stake of 87,873 shares — an estimated $3.82M sold.

Wealth Enhancement & Preservation of GA first reported a position in TPR in Q1 2021 and held it in 2 quarters. The position peaked at $3.84M in Q1 2021. 515 funds tracked by Wall St. Rank hold TPR as of Q3 2021.

  • Wealth Enhancement & Preservation of GA reported no remaining Tapestry position as of Q3 2021 after selling out during the quarter.
  • Wealth Enhancement & Preservation of GA sold 87,873 Tapestry shares in Q3 2021, an estimated $3.82M.
  • Wealth Enhancement & Preservation of GA first reported a position in Tapestry in Q1 2021 and held it in 2 quarters.
  • Wealth Enhancement & Preservation of GA's Tapestry position peaked at $3.84M in Q1 2021.
  • 515 funds tracked by Wall St. Rank held Tapestry as of Q3 2021.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q3 2021, filed 19 Oct 2021.