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Householder Group Estate & Retirement Specialist’s Tapestry TPR Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		$2K Hold
38
– – ﹤0.01% 493
2024
Q3 		$1K Hold
38
– – ﹤0.01% 1126
2024
Q2 		$1K Buy
+38
New +$1.59K ﹤0.01% 1162
2023
Q4 		– Sell
-218
Closed -$6.29K – 1325
2023
Q3 		$6.29K Buy
+218
New +$7.98K ﹤0.01% 885
2023
Q1 		$9K Buy
+215
New +$9.23K ﹤0.01% 843
2022
Q4 		– Sell
-211
Closed -$6K – 1065
2022
Q3 		$6K Buy
+211
New +$7.05K ﹤0.01% 847

Other funds holding TPR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's TPR Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist held its Tapestry (TPR) position steady in Q4 2024 at 38 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #493.

Householder Group Estate & Retirement Specialist first reported a position in TPR in Q3 2022 and has held it in 6 quarters since. The position peaked at $9K in Q1 2023. 739 funds tracked by Wall St. Rank hold TPR as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 38 shares of Tapestry worth $2K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist left its Tapestry share count unchanged in Q4 2024.
  • Tapestry made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #493 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Tapestry in Q3 2022 and has held it in 6 quarters since.
  • Householder Group Estate & Retirement Specialist's Tapestry position peaked at $9K in Q1 2023.
  • 739 funds tracked by Wall St. Rank held Tapestry as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.