BerganKDV Wealth Management’s Tiffany & Co. TIF Stock Holding History

BerganKDV Wealth Management’s Portfolio TIF Stock Details TIF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-9	Closed	-$1K	–	1009
2020 Q4	$1K	Hold	9	–	–	﹤0.01%	927
2020 Q3	$1K	Sell	9 -5	-36%	-$607	﹤0.01%	894
2020 Q2	$2K	Buy	14 +5	+56%	+$626	﹤0.01%	808
2020 Q1	$1K	Hold	9	–	–	﹤0.01%	908
2019 Q4	$1K	Buy	+9	New	+$1.06K	﹤0.01%	919
2019 Q3	–	Sell	-13	Closed	-$1K	–	762
2019 Q2	$1K	Buy	+13	New	+$1.29K	﹤0.01%	727

Other funds holding TIF

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

BerganKDV Wealth Management's TIF Position: Q1 2021 in Review

BerganKDV Wealth Management sold out of Tiffany & Co. (TIF) in Q1 2021, closing a stake of 9 shares — an estimated $1K sold.

BerganKDV Wealth Management first reported a position in TIF in Q2 2019 and held it in 6 quarters. The position peaked at $2K in Q2 2020. 1 fund tracked by Wall St. Rank holds TIF as of Q1 2021.

BerganKDV Wealth Management reported no remaining Tiffany & Co. position as of Q1 2021 after selling out during the quarter.
BerganKDV Wealth Management sold 9 Tiffany & Co. shares in Q1 2021, an estimated $1K.
BerganKDV Wealth Management first reported a position in Tiffany & Co. in Q2 2019 and held it in 6 quarters.
BerganKDV Wealth Management's Tiffany & Co. position peaked at $2K in Q2 2020.
1 fund tracked by Wall St. Rank held Tiffany & Co. as of Q1 2021.

Based on BerganKDV Wealth Management's 13F filing for Q1 2021, filed 11 May 2021.