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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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Legend Financial Advisors's TPR Position: Q1 2025 in Review

Legend Financial Advisors sold out of Tapestry (TPR) in Q1 2025, closing a stake of 2 shares — an estimated $131 sold.

Legend Financial Advisors first reported a position in TPR in Q2 2022 and held it in 10 quarters. The position peaked at $632K in Q1 2024. 814 funds tracked by Wall St. Rank hold TPR as of Q1 2025.

  • Legend Financial Advisors reported no remaining Tapestry position as of Q1 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 2 Tapestry shares in Q1 2025, an estimated $131.
  • Legend Financial Advisors first reported a position in Tapestry in Q2 2022 and held it in 10 quarters.
  • Legend Financial Advisors's Tapestry position peaked at $632K in Q1 2024.
  • 814 funds tracked by Wall St. Rank held Tapestry as of Q1 2025.

Based on Legend Financial Advisors's 13F filing for Q1 2025, filed 14 May 2025.