MWM
TIF

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

Mission 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
-4,497
Closed -$591K – 458
2020
Q4 		$591K Buy
4,497
+1,336
+42% +$171K 0.04% 202
2020
Q3 		$366K Buy
3,161
+179
+6% +$21.7K 0.03% 242
2020
Q2 		$364K Buy
2,982
+78
+3% +$9.77K 0.03% 221
2020
Q1 		$376K Sell
2,904
-316
-10% -$41.6K 0.04% 188
2019
Q4 		$430K Buy
3,220
+277
+9% +$32.7K 0.04% 198
2019
Q3 		$273K Sell
2,943
-395
-12% -$35.6K 0.03% 252
2019
Q2 		$313K Buy
3,338
+97
+3% +$9.64K 0.04% 234
2019
Q1 		$342K Buy
3,241
+409
+14% +$37.5K 0.04% 211
2018
Q4 		$228K Buy
2,832
+141
+5% +$14.4K 0.03% 239
2018
Q3 		$347K Buy
2,691
+483
+22% +$63.1K 0.05% 194
2018
Q2 		$291K Buy
2,208
+112
+5% +$12.8K 0.04% 203
2018
Q1 		$205K Buy
+2,096
New +$216K 0.03% 223

Other funds holding TIF

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

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

Mission Wealth Management sold out of Tiffany & Co. (TIF) in Q1 2021, closing a stake of 4,497 shares — an estimated $591K sold.

Mission Wealth Management first reported a position in TIF in Q1 2018 and held it in 12 quarters. The position peaked at $591K in Q4 2020. 1 fund tracked by Wall St. Rank holds TIF as of Q1 2021.

  • Mission Wealth Management reported no remaining Tiffany & Co. position as of Q1 2021 after selling out during the quarter.
  • Mission Wealth Management sold 4,497 Tiffany & Co. shares in Q1 2021, an estimated $591K.
  • Mission Wealth Management first reported a position in Tiffany & Co. in Q1 2018 and held it in 12 quarters.
  • Mission Wealth Management's Tiffany & Co. position peaked at $591K in Q4 2020.
  • 1 fund tracked by Wall St. Rank held Tiffany & Co. as of Q1 2021.

Based on Mission Wealth Management's 13F filing for Q1 2021, filed 10 May 2021.