BWM
TUP

BerganKDV Wealth Management’s Tupperware Brands Corporation TUP Stock Holding History

BerganKDV Wealth Management’s Portfolio TUP Stock Details TUP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-68
Closed -$2K – 997
2020
Q4 		$2K Buy
+68
New +$2.01K ﹤0.01% 815

Other funds holding TUP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SAM
Soviero Asset Management New York $200M AUM 134.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

BerganKDV Wealth Management sold out of Tupperware Brands Corporation (TUP) in Q1 2021, closing a stake of 68 shares — an estimated $2K sold.

BerganKDV Wealth Management first reported a position in TUP in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 199 funds tracked by Wall St. Rank hold TUP as of Q1 2021.

  • BerganKDV Wealth Management reported no remaining Tupperware Brands Corporation position as of Q1 2021 after selling out during the quarter.
  • BerganKDV Wealth Management sold 68 Tupperware Brands Corporation shares in Q1 2021, an estimated $2K.
  • BerganKDV Wealth Management first reported a position in Tupperware Brands Corporation in Q4 2020 and held it in 1 quarter.
  • BerganKDV Wealth Management's Tupperware Brands Corporation position peaked at $2K in Q4 2020.
  • 199 funds tracked by Wall St. Rank held Tupperware Brands Corporation as of Q1 2021.

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