WealthStone’s Tapestry TPR Stock Holding History

WealthStone’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 Q1	$483K	Buy	11,730 +9	+0.1%	+$347	0.17%	92
2020 Q4	$364K	Hold	11,721	–	–	0.13%	111
2020 Q3	$183K	Buy	+11,721	New	+$173K	0.08%	163

Other funds holding TPR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

SCM

Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WealthStone's TPR Position: Q1 2021 in Review

WealthStone increased its Tapestry (TPR) stake by 0.08% in Q1 2021, buying an estimated $347 and bringing the position to 11,730 shares worth $483K. The position accounts for 0.17% of the portfolio, ranked #92.

WealthStone first reported a position in TPR in Q3 2020 and has held it in 3 quarters since. 544 funds tracked by Wall St. Rank hold TPR as of Q1 2021.

WealthStone held 11,730 shares of Tapestry worth $483K as of Q1 2021.
WealthStone bought 9 Tapestry shares in Q1 2021, an estimated $347.
Tapestry made up 0.17% of WealthStone's portfolio in Q1 2021, its #92 holding.
WealthStone first reported a position in Tapestry in Q3 2020 and has held it in 3 quarters since.
544 funds tracked by Wall St. Rank held Tapestry as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.