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
2021
Q2 		– Sell
-1,000
Closed -$44K – 2711
2021
Q1 		$44K Hold
1,000
– – ﹤0.01% 2365
2020
Q4 		$35K Buy
+1,000
New +$47.7K ﹤0.01% 2139
2020
Q1 		– Sell
-7,500
Closed -$11K – 2145
2019
Q4 		$11K Buy
7,500
+6,500
+650% +$214K ﹤0.01% 1907
2019
Q3 		$4K Buy
+1,000
New +$40.9K ﹤0.01% 1932
2019
Q2 		– Sell
-1,200
Closed -$1K – 2152
2019
Q1 		$1K Sell
1,200
-800
-40% -$25.4K ﹤0.01% 1975
2018
Q4 		$1K Hold
2,000
– – ﹤0.01% 1939
2018
Q3 		$1K Buy
2,000
+1,000
+100% +$35.4K ﹤0.01% 2065
2018
Q2 		$3K Buy
+1,000
New +$35.1K ﹤0.01% 1995
2017
Q3 		– Sell
-12,500
Closed -$6K – 3997
2017
Q2 		$6K Buy
+12,500
New +$213K ﹤0.01% 3937
2017
Q1 		– Sell
-41,200
Closed -$4K – 4985
2016
Q4 		$4K Buy
41,200
+9,400
+30% +$172K ﹤0.01% 4086
2016
Q3 		$105K Buy
+31,800
New +$598K ﹤0.01% 1819
2016
Q2 		– Sell
-36,200
Closed -$15K – 4576
2016
Q1 		$15K Buy
36,200
+1,800
+5% +$31.5K ﹤0.01% 2976
2015
Q4 		$107K Buy
34,400
+31,000
+912% +$827K ﹤0.01% 1592
2015
Q3 		$6K Buy
+3,400
New +$102K ﹤0.01% 3546
2015
Q2 		– Sell
-2,200
Closed -$18K – 3290
2015
Q1 		$18K Buy
2,200
+1,500
+214% +$66.5K ﹤0.01% 2811
2014
Q4 		$3K Buy
700
+500
+250% +$21.3K ﹤0.01% 3740
2014
Q3 		$2K Sell
200
-2,300
-92% -$104K ﹤0.01% 3718
2014
Q2 		$19K Buy
+2,500
New +$94.6K ﹤0.01% 2534

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.