Avantax Advisory Services’s Tapestry TPR Stock Holding History

Avantax Advisory Services’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	$509K	Buy	5,800 +1,620	+39%	+$123K	﹤0.01%	1570
2025 Q1	$294K	Sell	4,180 -1,864	-31%	-$141K	﹤0.01%	1836
2024 Q4	$395K	Sell	6,044 -210	-3%	-$11.5K	﹤0.01%	1603
2024 Q3	$294K	Sell	6,254 -233	-4%	-$9.61K	﹤0.01%	1765
2024 Q2	$278K	Buy	+6,487	New	+$271K	﹤0.01%	1745
2020 Q1	–	Sell	-7,459	Closed	-$201K	–	888
2019 Q4	$201K	Sell	7,459 -8,454	-53%	-$220K	﹤0.01%	780
2019 Q3	$414K	Sell	15,913 -10,693	-40%	-$282K	0.02%	358
2019 Q2	$844K	Buy	26,606 +4,270	+19%	+$133K	0.04%	215
2019 Q1	$726K	Buy	22,336 +911	+4%	+$31.9K	0.04%	225
2018 Q4	$723K	Buy	+21,425	New	+$862K	0.12%	171

Other funds holding TPR

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Avantax Advisory Services's TPR Position: Q2 2025 in Review

Avantax Advisory Services increased its Tapestry (TPR) stake by 39% in Q2 2025, buying an estimated $123K and bringing the position to 5,800 shares worth $509K. The position accounts for ﹤0.01% of the portfolio, ranked #1570.

Avantax Advisory Services first reported a position in TPR in Q4 2018 and has held it in 10 quarters since. The position peaked at $844K in Q2 2019. 873 funds tracked by Wall St. Rank hold TPR as of Q2 2025.

Avantax Advisory Services held 5,800 shares of Tapestry worth $509K as of Q2 2025.
Avantax Advisory Services bought 1,620 Tapestry shares in Q2 2025, an estimated $123K.
Tapestry made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1570 holding.
Avantax Advisory Services first reported a position in Tapestry in Q4 2018 and has held it in 10 quarters since.
Avantax Advisory Services's Tapestry position peaked at $844K in Q2 2019.
873 funds tracked by Wall St. Rank held Tapestry as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.