New Wave Wealth Advisors’s Tapestry TPR Stock Holding History

New Wave 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
2025 Q1	–	Sell	-16	Closed	-$1.04K	–	628
2024 Q4	$1.04K	Buy	+16	New	+$873	﹤0.01%	622

Other funds holding TPR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

New Wave Wealth Advisors's TPR Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Tapestry (TPR) in Q1 2025, closing a stake of 16 shares — an estimated $1.04K sold.

New Wave Wealth Advisors first reported a position in TPR in Q4 2024 and held it in 1 quarter. The position peaked at $1.04K in Q4 2024. 813 funds tracked by Wall St. Rank hold TPR as of Q1 2025.

New Wave Wealth Advisors reported no remaining Tapestry position as of Q1 2025 after selling out during the quarter.
New Wave Wealth Advisors sold 16 Tapestry shares in Q1 2025, an estimated $1.04K.
New Wave Wealth Advisors first reported a position in Tapestry in Q4 2024 and held it in 1 quarter.
New Wave Wealth Advisors's Tapestry position peaked at $1.04K in Q4 2024.
813 funds tracked by Wall St. Rank held Tapestry as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.