VFA
TPR icon

Valeo Financial Advisors’s Tapestry TPR Stock Holding History

Valeo Financial 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
2026
Q2 		$236K Buy
+1,614
New +$231K 0.01% 704
2021
Q2 		– Sell
-250
Closed -$10K – 1714
2021
Q1 		$10K Buy
+250
New +$9.63K ﹤0.01% 1368
2020
Q4 		– Sell
-244
Closed -$4K – 1862
2020
Q3 		$4K Sell
244
-224
-48% -$3.3K ﹤0.01% 1316
2020
Q2 		$6K Buy
468
+24
+5% +$341 ﹤0.01% 1476
2020
Q1 		$7K Buy
+444
New +$10.4K ﹤0.01% 1227
2019
Q3 		– Sell
-700
Closed -$18.4K – 1677
2019
Q2 		$22K Hold
700
– – ﹤0.01% 822
2019
Q1 		$23K Hold
700
– – ﹤0.01% 753
2018
Q4 		$24K Hold
700
– – ﹤0.01% 661
2018
Q3 		$30K Sell
700
-86
-11% -$4.21K ﹤0.01% 660
2018
Q2 		$37K Buy
786
+410
+109% +$19.7K 0.01% 615
2018
Q1 		$20K Buy
376
+1
+0.3% +$49 ﹤0.01% 719
2017
Q4 		$17K Buy
375
+2
+0.5% +$82 ﹤0.01% 715
2017
Q3 		$15K Buy
+373
New +$16.4K ﹤0.01% 619

Other funds holding TPR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 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