IFP Advisors’s 180 Degree Capital TURN Stock Holding History

IFP Advisors’s Portfolio TURN Stock Details TURN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-332	Closed	-$2K	–	4368
2022 Q4	$2K	Hold	332	–	–	﹤0.01%	4230
2022 Q3	$2K	Hold	332	–	–	﹤0.01%	4417
2022 Q2	$2K	Hold	332	–	–	﹤0.01%	4197
2022 Q1	$2K	Hold	332	–	–	﹤0.01%	4195
2021 Q4	$2K	Hold	332	–	–	﹤0.01%	2850
2021 Q3	$2K	Buy	332 +166	+100%	+$1.25K	﹤0.01%	2906
2021 Q2	$1K	Hold	166	–	–	﹤0.01%	2954
2021 Q1	$1K	Buy	+166	New	+$1.16K	﹤0.01%	2885

Other funds holding TURN

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

GIM

Greenwich Investment Management Norwalk, Connecticut $109M AUM 9.72% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Wynnefield Capital New York $148M AUM 32.71% 1-Year Est. Return

IFP Advisors's TURN Position: Q1 2023 in Review

IFP Advisors sold out of 180 Degree Capital (TURN) in Q1 2023, closing a stake of 332 shares — an estimated $2K sold.

IFP Advisors first reported a position in TURN in Q1 2021 and held it in 8 quarters. The position peaked at $2K in Q4 2022. 16 funds tracked by Wall St. Rank hold TURN as of Q1 2023.

IFP Advisors reported no remaining 180 Degree Capital position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 332 180 Degree Capital shares in Q1 2023, an estimated $2K.
IFP Advisors first reported a position in 180 Degree Capital in Q1 2021 and held it in 8 quarters.
IFP Advisors's 180 Degree Capital position peaked at $2K in Q4 2022.
16 funds tracked by Wall St. Rank held 180 Degree Capital as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.