HWA
TPR icon

Heritage Wealth Advisors’s Tapestry TPR Stock Holding History

Heritage Wealth Advisors’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 		$10.4K Hold
74
– – ﹤0.01% 516
2025
Q4 		$9.46K Hold
74
– – ﹤0.01% 460
2025
Q3 		$8.38K Hold
74
– – ﹤0.01% 439
2025
Q2 		$6.5K Hold
74
– – ﹤0.01% 447
2025
Q1 		$5.21K Sell
74
-16
-18% -$1.21K ﹤0.01% 454
2024
Q4 		$5.88K Buy
90
+16
+22% +$873 ﹤0.01% 478
2024
Q3 		$3.48K Buy
+74
New +$3.05K ﹤0.01% 514
2021
Q3 		– Sell
-18
Closed -$783 – 571
2021
Q2 		$783 Hold
18
– – ﹤0.01% 539
2021
Q1 		$742 Hold
18
– – ﹤0.01% 546
2020
Q4 		$1K Buy
+18
New +$456 ﹤0.01% 533

Other funds holding TPR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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