WIS
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Wright Investors Service’s Tapestry TPR Stock Holding History

Wright Investors Service’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
2023
Q2 		– Sell
-19,476
Closed -$840K – 160
2023
Q1 		$840K Buy
19,476
+7,703
+65% +$331K 0.24% 106
2022
Q4 		$448K Hold
11,773
– – 0.13% 126
2022
Q3 		$335K Buy
+11,773
New +$393K 0.11% 131
2022
Q2 		– Sell
-16,547
Closed -$615K – 170
2022
Q1 		$615K Buy
+16,547
New +$634K 0.15% 118
2016
Q3 		– Sell
-16,410
Closed -$669K – 222
2016
Q2 		$669K Sell
16,410
-4,785
-23% -$189K 0.28% 116
2016
Q1 		$850K Buy
21,195
+4,770
+29% +$173K 0.34% 104
2015
Q4 		$538K Buy
16,425
+3,444
+27% +$107K 0.2% 171
2015
Q3 		$376K Buy
12,981
+7,026
+118% +$217K 0.17% 164
2015
Q2 		$206K Buy
+5,955
New +$228K 0.1% 203

Other funds holding TPR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return