AWS
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Atria Wealth Solutions’s Tapestry TPR Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-3,495
Closed -$246K – 1894
2025
Q1 		$246K Sell
3,495
-1,711
-33% -$129K ﹤0.01% 1601
2024
Q4 		$340K Buy
+5,206
New +$284K ﹤0.01% 1469
2024
Q2 		– Sell
-6,328
Closed -$300K – 2064
2024
Q1 		$300K Sell
6,328
-302
-5% -$13K ﹤0.01% 1554
2023
Q4 		$244K Buy
+6,630
New +$204K ﹤0.01% 1648
2023
Q1 		– Sell
-24,301
Closed -$925K – 1955
2022
Q4 		$925K Buy
24,301
+269
+1% +$9.21K 0.01% 787
2022
Q3 		$683K Buy
24,032
+17,448
+265% +$583K 0.01% 868
2022
Q2 		$201K Sell
6,584
-29,499
-82% -$965K ﹤0.01% 1463
2022
Q1 		$1.34M Buy
+36,083
New +$1.38M 0.02% 617

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $110B AUM 36.92% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return