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Sierra Summit Advisors’s Turning Point Brands TPB Stock Holding History

Sierra Summit Advisors’s Portfolio TPB Stock Details TPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-9,053
Closed -$981K – 220
2025
Q4 		$981K Buy
+9,053
New +$885K 0.15% 87

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DCM
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
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Sierra Summit Advisors's TPB Position: Q1 2026 in Review

Sierra Summit Advisors sold out of Turning Point Brands (TPB) in Q1 2026, closing a stake of 9,053 shares — an estimated $981K sold.

Sierra Summit Advisors first reported a position in TPB in Q4 2025 and held it in 1 quarter. The position peaked at $981K in Q4 2025. 240 funds tracked by Wall St. Rank hold TPB as of Q1 2026.

  • Sierra Summit Advisors reported no remaining Turning Point Brands position as of Q1 2026 after selling out during the quarter.
  • Sierra Summit Advisors sold 9,053 Turning Point Brands shares in Q1 2026, an estimated $981K.
  • Sierra Summit Advisors first reported a position in Turning Point Brands in Q4 2025 and held it in 1 quarter.
  • Sierra Summit Advisors's Turning Point Brands position peaked at $981K in Q4 2025.
  • 240 funds tracked by Wall St. Rank held Turning Point Brands as of Q1 2026.

Based on Sierra Summit Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.