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Wealthspire Advisors (Maryland)’s Tapestry TPR Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-1,480
Closed -$48K – 1893
2019
Q1 		$48K Sell
1,480
-99
-6% -$3.47K ﹤0.01% 915
2018
Q4 		$53K Sell
1,579
-123
-7% -$4.95K ﹤0.01% 838
2018
Q3 		$86K Buy
1,702
+78
+5% +$3.82K 0.01% 753
2018
Q2 		$76K Sell
1,624
-108
-6% -$5.2K 0.01% 812
2018
Q1 		$91K Sell
1,732
-516
-23% -$25.5K 0.01% 748
2017
Q4 		$99K Buy
2,248
+231
+11% +$9.52K 0.01% 719
2017
Q3 		$81K Sell
2,017
-29
-1% -$1.28K 0.01% 792
2017
Q2 		$97K Buy
2,046
+186
+10% +$8.15K 0.01% 706
2017
Q1 		$77K Buy
1,860
+69
+4% +$2.6K 0.01% 677
2016
Q4 		$63K Buy
1,791
+235
+15% +$8.58K 0.01% 718
2016
Q3 		$57K Sell
1,556
-17
-1% -$674 0.01% 737
2016
Q2 		$64K Buy
1,573
+98
+7% +$3.86K 0.01% 666
2016
Q1 		$59K Buy
1,475
+6
+0.4% +$217 0.01% 660
2015
Q4 		$48K Buy
+1,469
New +$45.7K 0.01% 726

Other funds holding TPR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s TPR Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Tapestry (TPR) in Q2 2019, closing a stake of 1,480 shares — an estimated $48K sold.

Wealthspire Advisors (Maryland) first reported a position in TPR in Q4 2015 and held it in 14 quarters. The position peaked at $99K in Q4 2017. 579 funds tracked by Wall St. Rank hold TPR as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Tapestry position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,480 Tapestry shares in Q2 2019, an estimated $48K.
  • Wealthspire Advisors (Maryland) first reported a position in Tapestry in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Tapestry position peaked at $99K in Q4 2017.
  • 579 funds tracked by Wall St. Rank held Tapestry as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.