YorkBridge Wealth Partners’s Tapestry TPR Stock Holding History

YorkBridge Wealth Partners’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 Q3	–	Sell	-295	Closed	-$9K	–	599
2019 Q2	$9K	Sell	295 -72	-20%	-$2.25K	﹤0.01%	596
2019 Q1	$12K	Hold	367	–	–	0.01%	560
2018 Q4	$12K	Buy	367 +72	+24%	+$2.9K	0.01%	552
2018 Q3	$15K	Hold	295	–	–	0.01%	570
2018 Q2	$14K	Hold	295	–	–	0.01%	588
2018 Q1	$16K	Hold	295	–	–	0.01%	574
2017 Q4	$13K	Hold	295	–	–	0.01%	608
2017 Q3	$12K	Hold	295	–	–	0.01%	615
2017 Q2	$14K	Hold	295	–	–	0.01%	588
2017 Q1	$13K	Hold	295	–	–	0.01%	588
2016 Q4	$11K	Buy	+295	New	+$10.8K	0.01%	572

Other funds holding TPR

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

YorkBridge Wealth Partners's TPR Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Tapestry (TPR) in Q3 2019, closing a stake of 295 shares — an estimated $9K sold.

YorkBridge Wealth Partners first reported a position in TPR in Q4 2016 and held it in 11 quarters. The position peaked at $16K in Q1 2018. 516 funds tracked by Wall St. Rank hold TPR as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Tapestry position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 295 Tapestry shares in Q3 2019, an estimated $9K.
YorkBridge Wealth Partners first reported a position in Tapestry in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Tapestry position peaked at $16K in Q1 2018.
516 funds tracked by Wall St. Rank held Tapestry as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.