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Peterson Wealth Services’s Tapestry TPR Stock Holding History

Peterson Wealth Services’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
-99
Closed -$6.47K – 227
2024
Q4 		$6.47K Buy
99
+29
+41% +$1.58K ﹤0.01% 192
2024
Q3 		$3.27K Buy
+70
New +$2.89K ﹤0.01% 201
2023
Q4 		– Sell
-31,195
Closed -$897K – 108
2023
Q3 		$897K Buy
31,195
+1,946
+7% +$71.2K 0.67% 44
2023
Q2 		$1.25M Sell
29,249
-600
-2% -$25K 0.6% 44
2023
Q1 		$1.29M Buy
29,849
+5,074
+20% +$218K 0.66% 46
2022
Q4 		$943K Buy
24,775
+3,071
+14% +$105K 0.54% 49
2022
Q3 		$617K Buy
+21,704
New +$725K 0.44% 60

Other funds holding TPR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $113B 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 $432B AUM 30.22% 1-Year Est. Return

Peterson Wealth Services's TPR Position: Q1 2025 in Review

Peterson Wealth Services sold out of Tapestry (TPR) in Q1 2025, closing a stake of 99 shares — an estimated $6.47K sold.

Peterson Wealth Services first reported a position in TPR in Q3 2022 and held it in 7 quarters. The position peaked at $1.29M in Q1 2023. 812 funds tracked by Wall St. Rank hold TPR as of Q1 2025.

  • Peterson Wealth Services reported no remaining Tapestry position as of Q1 2025 after selling out during the quarter.
  • Peterson Wealth Services sold 99 Tapestry shares in Q1 2025, an estimated $6.47K.
  • Peterson Wealth Services first reported a position in Tapestry in Q3 2022 and held it in 7 quarters.
  • Peterson Wealth Services's Tapestry position peaked at $1.29M in Q1 2023.
  • 812 funds tracked by Wall St. Rank held Tapestry as of Q1 2025.

Based on Peterson Wealth Services's 13F filing for Q1 2025, filed 5 May 2025.