YWP
TIF

YorkBridge Wealth Partners’s Tiffany & Co. TIF Stock Holding History

YorkBridge Wealth Partners’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
-1,800
Closed -$237K – 247
2020
Q4 		$237K Hold
1,800
– – 0.08% 181
2020
Q3 		$209K Hold
1,800
– – 0.09% 167
2020
Q2 		$219K Hold
1,800
– – 0.1% 161
2020
Q1 		$233K Hold
1,800
– – 0.14% 137
2019
Q4 		$241K Buy
+1,800
New +$213K 0.11% 164
2019
Q3 		– Sell
-1,800
Closed -$169K – 733
2019
Q2 		$169K Hold
1,800
– – 0.08% 198
2019
Q1 		$190K Hold
1,800
– – 0.09% 167
2018
Q4 		$145K Hold
1,800
– – 0.08% 187
2018
Q3 		$231K Hold
1,800
– – 0.11% 158
2018
Q2 		$237K Hold
1,800
– – 0.1% 159
2018
Q1 		$177K Hold
1,800
– – 0.08% 191
2017
Q4 		$181K Sell
1,800
-9
-0.5% -$858 0.09% 183
2017
Q3 		$166K Sell
1,809
-50
-3% -$4.58K 0.09% 196
2017
Q2 		$174K Sell
1,859
-44
-2% -$4.04K 0.09% 186
2017
Q1 		$175K Sell
1,903
-86
-4% -$7.34K 0.09% 183
2016
Q4 		$155K Buy
+1,989
New +$153K 0.09% 183

Other funds holding TIF

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

YorkBridge Wealth Partners's TIF Position: Q1 2021 in Review

YorkBridge Wealth Partners sold out of Tiffany & Co. (TIF) in Q1 2021, closing a stake of 1,800 shares — an estimated $237K sold.

YorkBridge Wealth Partners first reported a position in TIF in Q4 2016 and held it in 16 quarters. The position peaked at $241K in Q4 2019. 1 fund tracked by Wall St. Rank holds TIF as of Q1 2021.

  • YorkBridge Wealth Partners reported no remaining Tiffany & Co. position as of Q1 2021 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 1,800 Tiffany & Co. shares in Q1 2021, an estimated $237K.
  • YorkBridge Wealth Partners first reported a position in Tiffany & Co. in Q4 2016 and held it in 16 quarters.
  • YorkBridge Wealth Partners's Tiffany & Co. position peaked at $241K in Q4 2019.
  • 1 fund tracked by Wall St. Rank held Tiffany & Co. as of Q1 2021.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2021, filed 15 Apr 2021.