WIM
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Westside Investment Management’s Tapestry TPR Stock Holding History

Westside Investment Management’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 		$14.1K Hold
100
– – ﹤0.01% 1013
2025
Q4 		$12.8K Hold
100
– – ﹤0.01% 1009
2025
Q3 		$11.3K Hold
100
– – ﹤0.01% 1057
2025
Q2 		$8.78K Hold
100
– – ﹤0.01% 984
2025
Q1 		$7.04K Hold
100
– – ﹤0.01% 735
2024
Q4 		$6.53K Hold
100
– – ﹤0.01% 741
2024
Q3 		$4.7K Hold
100
– – ﹤0.01% 788
2024
Q2 		$4.28K Hold
100
– – ﹤0.01% 785
2024
Q1 		$4.75K Sell
100
-100
-50% -$4.29K ﹤0.01% 731
2023
Q4 		$7.36K Hold
200
– – ﹤0.01% 648
2023
Q3 		$5.75K Buy
+200
New +$7.32K ﹤0.01% 672
2020
Q2 		– Sell
-142
Closed -$1 – 693
2020
Q1 		$1 Buy
+142
New +$3.33K ﹤0.01% 658
2019
Q2 		$4 Buy
+150
New +$4.68K ﹤0.01% 575
2018
Q4 		$5.06K Hold
150
– – ﹤0.01% 555
2018
Q3 		$7.55K Hold
150
– – ﹤0.01% 540
2018
Q2 		$6.96K Hold
150
– – ﹤0.01% 632
2018
Q1 		$7.72K Hold
150
– – ﹤0.01% 596
2017
Q4 		$6.79K Hold
150
– – ﹤0.01% 639
2017
Q3 		$5.95K Hold
150
– – ﹤0.01% 647
2017
Q2 		$7.13K Hold
150
– – ﹤0.01% 607
2017
Q1 		$5.9K Hold
150
– – ﹤0.01% 602
2016
Q4 		$5.27K Buy
+150
New +$5.47K ﹤0.01% 508

Other funds holding TPR

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