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Caldwell Sutter Capital’s Tapestry TPR Stock Holding History

Caldwell Sutter Capital’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
2026
Q1 		$11.3K Hold
80
– – ﹤0.01% 544
2025
Q4 		$10.2K Hold
80
– – ﹤0.01% 546
2025
Q3 		$9.06K Hold
80
– – ﹤0.01% 566
2025
Q2 		$7.03K Hold
80
– – ﹤0.01% 581
2025
Q1 		$5.63K Hold
80
– – ﹤0.01% 613
2024
Q4 		$5.23K Hold
80
– – ﹤0.01% 631
2024
Q3 		$3.76K Hold
80
– – ﹤0.01% 682
2024
Q2 		$3.42K Hold
80
– – ﹤0.01% 686
2024
Q1 		$3.8K Hold
80
– – ﹤0.01% 658
2023
Q4 		$2.94K Hold
80
– – ﹤0.01% 703
2023
Q3 		$2.3K Buy
+80
New +$2.93K ﹤0.01% 709

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VCM
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VPM
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return