NWM
TPR icon

Northwest Wealth Management’s Tapestry TPR Stock Holding History

Northwest Wealth Management’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
Q2 		$360K Hold
2,462
– – 0.05% 177
2026
Q1 		$347K Hold
2,462
– – 0.05% 164
2025
Q4 		$315K Buy
2,462
+82
+3% +$9.37K 0.05% 183
2025
Q3 		$269K Buy
2,380
+30
+1% +$3.14K 0.04% 168
2025
Q2 		$206K Buy
+2,350
New +$178K 0.04% 195
2019
Q2 		– Sell
-115
Closed -$4K – 433
2019
Q1 		$4K Sell
115
-104
-47% -$3.65K ﹤0.01% 439
2018
Q4 		$7K Sell
219
-209
-49% -$8.41K 0.01% 362
2018
Q3 		$22K Hold
428
– – 0.02% 292
2018
Q2 		$20K Buy
428
+209
+95% +$10.1K 0.02% 298
2018
Q1 		$12K Buy
+219
New +$10.8K 0.01% 339

Other funds holding TPR

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $396M AUM 34.86% 1-Year Est. Return