FGAM
TPR icon

Financial Gravity Asset Management’s Tapestry TPR Stock Holding History

Financial Gravity Asset Management’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
Q4 		– Sell
-48
Closed -$5.48K – 935
2025
Q3 		$5.48K Buy
+48
New +$5.02K ﹤0.01% 668
2024
Q2 		– Sell
-160
Closed -$7.67K – 2444
2024
Q1 		$7.67K Buy
160
+96
+150% +$4.12K ﹤0.01% 776
2023
Q4 		$2.01K Buy
64
+31
+94% +$954 ﹤0.01% 977
2023
Q3 		$892 Sell
33
-10
-23% -$366 ﹤0.01% 773
2023
Q2 		$9K Hold
43
– – 0.02% 365
2023
Q1 		$266 Buy
43
+5
+13% +$215 0.01% 569
2022
Q4 		$10.9K Sell
38
-158
-81% -$5.41K 0.06% 223
2022
Q3 		$196 Buy
+196
New +$6.55K 0.01% 554
2022
Q2 		– Sell
-222
Closed -$245 – 844
2022
Q1 		$245 Sell
222
-24
-10% -$920 0.01% 540
2021
Q4 		$268 Buy
246
+239
+3,414% +$9.83K 0.01% 593
2021
Q3 		$37K Buy
+7
New +$288 0.02% 663
2019
Q4 		– Sell
-6
Closed – – 1713
2019
Q3 		$0 Buy
6
+1
+20% +$26 ﹤0.01% 1592
2019
Q2 		$0 Sell
5
-10
-67% -$312 ﹤0.01% 1673
2019
Q1 		$1K Buy
+15
New +$526 ﹤0.01% 1196
2018
Q3 		$0 Sell
12
-1
-8% -$49 ﹤0.01% 1624
2018
Q2 		$1K Sell
13
-15
-54% -$722 ﹤0.01% 1283
2018
Q1 		$1K Buy
+28
New +$1.38K ﹤0.01% 1268

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return