Washington Trust Advisors’s Tapestry TPR Stock Holding History

Washington Trust 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 Q1	$35.3K	Hold	250	–	–	﹤0.01%	394
2025 Q4	$31.9K	Sell	250 -162	-39%	-$18.5K	﹤0.01%	391
2025 Q3	$46.6K	Sell	412 -48	-10%	-$5.02K	﹤0.01%	364
2025 Q2	$40.4K	Buy	460 +56	+14%	+$4.24K	﹤0.01%	343
2025 Q1	$28.4K	Sell	404 -300	-43%	-$22.7K	﹤0.01%	367
2024 Q4	$46K	Buy	704 +34	+5%	+$1.86K	﹤0.01%	336
2024 Q3	$31.5K	Buy	670 +140	+26%	+$5.78K	﹤0.01%	371
2024 Q2	$22.7K	Sell	530 -13	-2%	-$543	﹤0.01%	392
2024 Q1	$25.8K	Buy	543 +87	+19%	+$3.73K	﹤0.01%	379
2023 Q4	$16.8K	Buy	456 +66	+17%	+$2.03K	﹤0.01%	413
2023 Q3	$11.2K	Buy	390 +132	+51%	+$4.83K	﹤0.01%	445
2023 Q2	$11K	Sell	258 -191	-43%	-$7.95K	﹤0.01%	441
2023 Q1	$19.4K	Hold	449	–	–	﹤0.01%	422
2022 Q4	$17.1K	Sell	449 -820	-65%	-$28.1K	﹤0.01%	439
2022 Q3	$36K	Sell	1,269 -292	-19%	-$9.76K	﹤0.01%	434
2022 Q2	$48K	Hold	1,561	–	–	﹤0.01%	407
2022 Q1	$58K	Buy	1,561 +14	+0.9%	+$536	﹤0.01%	420
2021 Q4	$63K	Buy	+1,547	New	+$63.6K	﹤0.01%	433

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