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
2017
Q1 		– Sell
-5,100
Closed -$1K – 4986
2016
Q4 		$1K Buy
5,100
+100
+2% +$1.83K ﹤0.01% 4532
2016
Q3 		$1K Hold
5,000
– – ﹤0.01% 4478
2016
Q2 		$1K Sell
5,000
-5,500
-52% -$85.9K ﹤0.01% 4252
2016
Q1 		$7K Buy
+10,500
New +$184K ﹤0.01% 3439

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.