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

Institute for 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	-2,022	Closed	-$266K	–	487
2020 Q4	$266K	Hold	2,022	–	–	0.05%	372
2020 Q3	$234K	Sell	2,022 -24	-1%	-$2.92K	0.05%	376
2020 Q2	$249K	Hold	2,046	–	–	0.06%	356
2020 Q1	$265K	Sell	2,046 -41	-2%	-$5.39K	0.08%	304
2019 Q4	$279K	Buy	+2,087	New	+$247K	0.06%	362

Other funds holding TIF

IAIM

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

Institute for Wealth Management's TIF Position: Q1 2021 in Review

Institute for Wealth Management sold out of Tiffany & Co. (TIF) in Q1 2021, closing a stake of 2,022 shares — an estimated $266K sold.

Institute for Wealth Management first reported a position in TIF in Q4 2019 and held it in 5 quarters. The position peaked at $279K in Q4 2019. 1 fund tracked by Wall St. Rank holds TIF as of Q1 2021.

Institute for Wealth Management reported no remaining Tiffany & Co. position as of Q1 2021 after selling out during the quarter.
Institute for Wealth Management sold 2,022 Tiffany & Co. shares in Q1 2021, an estimated $266K.
Institute for Wealth Management first reported a position in Tiffany & Co. in Q4 2019 and held it in 5 quarters.
Institute for Wealth Management's Tiffany & Co. position peaked at $279K in Q4 2019.
1 fund tracked by Wall St. Rank held Tiffany & Co. as of Q1 2021.

Based on Institute for Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.