LFA
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Legend Financial Advisors’s Tapestry TPR Stock Holding History

Legend Financial 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
2025
Q1 		– Sell
-2
Closed -$131 – 231
2024
Q4 		$131 Buy
+2
New +$109 ﹤0.01% 248
2024
Q3 		– Sell
-13,570
Closed -$581K – 264
2024
Q2 		$581K Buy
13,570
+257
+2% +$10.7K 0.41% 32
2024
Q1 		$632K Sell
13,313
-135
-1% -$5.79K 0.46% 31
2023
Q4 		$495K Buy
13,448
+177
+1% +$5.45K 0.4% 30
2023
Q3 		$382K Sell
13,271
-13
-0.1% -$476 0.33% 35
2023
Q2 		$569K Sell
13,284
-53
-0.4% -$2.21K 0.47% 28
2023
Q1 		$575K Sell
13,337
-2,464
-16% -$106K 0.48% 24
2022
Q4 		$602K Sell
15,801
-277
-2% -$9.49K 0.53% 21
2022
Q3 		$457K Sell
16,078
-347
-2% -$11.6K 0.43% 26
2022
Q2 		$501K Buy
+16,425
New +$538K 0.52% 24

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $110B AUM 36.92% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return