Personal CFO Solutions’s Tapestry TPR Stock Holding History

Personal CFO Solutions’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 Q1	$553K	Buy	3,921 +1,460	+59%	+$207K	0.08%	231
2025 Q4	$314K	Sell	2,461 -15	-0.6%	-$1.72K	0.05%	350
2025 Q3	$280K	Buy	2,476 +19	+0.8%	+$1.99K	0.05%	363
2025 Q2	$216K	Buy	+2,457	New	+$186K	0.04%	449
2025 Q1	–	Sell	-3,605	Closed	-$236K	–	491
2024 Q4	$236K	Sell	3,605 -16,419	-82%	-$896K	0.05%	396
2024 Q3	$941K	Sell	20,024 -131	-0.6%	-$5.4K	0.13%	150
2024 Q2	$862K	Sell	20,155 -208	-1%	-$8.69K	0.13%	146
2024 Q1	$967K	Buy	20,363 +18	+0.1%	+$772	0.15%	133
2023 Q4	$749K	Buy	+20,345	New	+$626K	0.13%	162
2022 Q4	–	Sell	-14,430	Closed	-$410K	–	499
2022 Q3	$410K	Buy	14,430 +813	+6%	+$27.2K	0.1%	188
2022 Q2	$416K	Sell	13,617 -4,219	-24%	-$138K	0.1%	192
2022 Q1	$663K	Buy	17,836 +316	+2%	+$12.1K	0.13%	149
2021 Q4	$711K	Buy	+17,520	New	+$720K	0.13%	148
2020 Q1	–	Sell	-9,488	Closed	-$253K	–	367
2019 Q4	$253K	Buy	+9,488	New	+$247K	0.07%	258

Other funds holding TPR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Schroder Investment Management Group

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return