TKG Advisors’s Giftify Inc GIFT Stock Holding History

TKG Advisors’s Portfolio GIFT Stock Details GIFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-54,017	Closed	-$52.4K	–	96
2024 Q4	$52.4K	Hold	54,017	–	–	0.02%	90
2024 Q3	$98.9K	Buy	+54,017	New	+$173K	0.05%	95

Other funds holding GIFT

SBLIC

Security Benefit Life Insurance Company Topeka, Kansas $182M AUM 31.21% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MYIA

Mount Yale Investment Advisors Denver, Colorado $4.31B AUM 21.13% 1-Year Est. Return

WWC

Waypoint Wealth Counsel Atlanta, Georgia $193M AUM 30.17% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

TKG Advisors's GIFT Position: Q1 2025 in Review

TKG Advisors sold out of Giftify Inc (GIFT) in Q1 2025, closing a stake of 54,017 shares — an estimated $52.4K sold.

TKG Advisors first reported a position in GIFT in Q3 2024 and held it in 2 quarters. The position peaked at $98.9K in Q3 2024. 15 funds tracked by Wall St. Rank hold GIFT as of Q1 2025.

TKG Advisors reported no remaining Giftify Inc position as of Q1 2025 after selling out during the quarter.
TKG Advisors sold 54,017 Giftify Inc shares in Q1 2025, an estimated $52.4K.
TKG Advisors first reported a position in Giftify Inc in Q3 2024 and held it in 2 quarters.
TKG Advisors's Giftify Inc position peaked at $98.9K in Q3 2024.
15 funds tracked by Wall St. Rank held Giftify Inc as of Q1 2025.

Based on TKG Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.