PWMG
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Prestige Wealth Management Group’s Tapestry TPR Stock Holding History

Prestige Wealth Management Group’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 		$1.55K Hold
11
– – ﹤0.01% 790
2025
Q4 		$1.41K Buy
+11
New +$1.26K ﹤0.01% 826
2023
Q1 		– Sell
-143
Closed -$5.45K – 1152
2022
Q4 		$5.45K Buy
+143
New +$4.9K ﹤0.01% 594
2021
Q4 		– Sell
-1
Closed – – 1064
2021
Q3 		$0 Hold
1
– – ﹤0.01% 1051
2021
Q2 		$0 Hold
1
– – ﹤0.01% 1035
2021
Q1 		$0 Hold
1
– – ﹤0.01% 1038
2020
Q4 		$0 Hold
1
– – ﹤0.01% 1033
2020
Q3 		$0 Hold
1
– – ﹤0.01% 922
2020
Q2 		$0 Hold
1
– – ﹤0.01% 959
2020
Q1 		$0 Hold
1
– – ﹤0.01% 1004
2019
Q4 		$0 Hold
1
– – ﹤0.01% 671
2019
Q3 		$0 Hold
1
– – ﹤0.01% 642
2019
Q2 		$0 Hold
1
– – ﹤0.01% 510
2019
Q1 		$0 Sell
1
-28
-97% -$981 ﹤0.01% 1078
2018
Q4 		$1K Buy
+29
New +$1.17K ﹤0.01% 1125

Other funds holding TPR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
SIM
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
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return