Creative Planning
TWTR

Creative Planning’s Twitter, Inc. TWTR Stock Holding History

Creative Planning’s Portfolio TWTR Stock Details TWTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-128,502
Closed -$5.63M – 2656
2022
Q3 		$5.63M Buy
128,502
+9,420
+8% +$383K 0.01% 413
2022
Q2 		$4.45M Sell
119,082
-2,793
-2% -$120K 0.01% 484
2022
Q1 		$4.71M Buy
121,875
+5,030
+4% +$184K 0.01% 467
2021
Q4 		$5.05M Sell
116,845
-1,673
-1% -$86.9K 0.01% 418
2021
Q3 		$7.16M Buy
118,518
+29,990
+34% +$1.97M 0.01% 330
2021
Q2 		$6.09M Sell
88,528
-42,830
-33% -$2.63M 0.01% 358
2021
Q1 		$8.36M Buy
131,358
+5,006
+4% +$306K 0.02% 307
2020
Q4 		$6.84M Sell
126,352
-2,374
-2% -$113K 0.02% 320
2020
Q3 		$5.73M Sell
128,726
-7,028
-5% -$270K 0.02% 295
2020
Q2 		$4.04M Buy
135,754
+4,085
+3% +$123K 0.01% 321
2020
Q1 		$3.23M Sell
131,669
-26,798
-17% -$867K 0.01% 315
2019
Q4 		$5.08M Buy
158,467
+23,343
+17% +$768K 0.02% 295
2019
Q3 		$5.57M Sell
135,124
-44,715
-25% -$1.83M 0.02% 266
2019
Q2 		$6.28M Buy
179,839
+2,532
+1% +$92.9K 0.02% 247
2019
Q1 		$5.83M Sell
177,307
-12,831
-7% -$407K 0.02% 249
2018
Q4 		$5.46M Sell
190,138
-71,858
-27% -$2.25M 0.02% 230
2018
Q3 		$7.46M Buy
261,996
+102,639
+64% +$3.63M 0.03% 208
2018
Q2 		$6.96M Buy
159,357
+7,717
+5% +$271K 0.03% 201
2018
Q1 		$4.4M Sell
151,640
-24,453
-14% -$717K 0.02% 273
2017
Q4 		$4.23M Sell
176,093
-9,710
-5% -$199K 0.02% 276
2017
Q3 		$3.13M Sell
185,803
-44,526
-19% -$777K 0.01% 335
2017
Q2 		$4.12M Buy
230,329
+12,839
+6% +$219K 0.02% 260
2017
Q1 		$3.25M Sell
217,490
-10,904
-5% -$177K 0.02% 293
2016
Q4 		$3.72M Buy
228,394
+8,100
+4% +$149K 0.02% 261
2016
Q3 		$5.08M Sell
220,294
-4,529
-2% -$85.2K 0.03% 192
2016
Q2 		$3.8M Buy
224,823
+16,561
+8% +$259K 0.03% 206
2016
Q1 		$3.45M Sell
208,262
-28,889
-12% -$506K 0.03% 205
2015
Q4 		$5.49M Buy
237,151
+99,402
+72% +$2.65M 0.05% 153
2015
Q3 		$3.71M Buy
137,749
+14,524
+12% +$436K 0.03% 189
2015
Q2 		$4.46M Buy
123,225
+88,409
+254% +$3.61M 0.04% 161
2015
Q1 		$1.74M Buy
34,816
+3,207
+10% +$142K 0.02% 313
2014
Q4 		$1.13M Sell
31,609
-6,884
-18% -$293K 0.01% 414
2014
Q3 		$1.99M Sell
38,493
-32,655
-46% -$1.48M 0.02% 245
2014
Q2 		$2.92M Buy
71,148
+57,194
+410% +$2.17M 0.04% 173
2014
Q1 		$651K Sell
13,954
-2,104
-13% -$119K 0.01% 521
2013
Q4 		$1.02M Buy
+16,058
New +$797K 0.02% 299

Other funds holding TWTR

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return
TF
TimeScale Financial Danvers, Massachusetts $463M AUM 12.48% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
AWM
Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Creative Planning's TWTR Position: Q4 2022 in Review

Creative Planning sold out of Twitter, Inc. (TWTR) in Q4 2022, closing a stake of 128,502 shares — an estimated $5.63M sold.

Creative Planning first reported a position in TWTR in Q4 2013 and held it in 36 quarters. The position peaked at $8.36M in Q1 2021. 7 funds tracked by Wall St. Rank hold TWTR as of Q4 2022.

  • Creative Planning reported no remaining Twitter, Inc. position as of Q4 2022 after selling out during the quarter.
  • Creative Planning sold 128,502 Twitter, Inc. shares in Q4 2022, an estimated $5.63M.
  • Creative Planning first reported a position in Twitter, Inc. in Q4 2013 and held it in 36 quarters.
  • Creative Planning's Twitter, Inc. position peaked at $8.36M in Q1 2021.
  • 7 funds tracked by Wall St. Rank held Twitter, Inc. as of Q4 2022.

Based on Creative Planning's 13F filing for Q4 2022, filed 10 Feb 2023.