Sigma Planning Corp’s Twitter, Inc. TWTR Stock Holding History

Sigma Planning Corp’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	-7,172	Closed	-$314K	–	1361
2022 Q3	$314K	Sell	7,172 -1,721	-19%	-$70.1K	0.01%	927
2022 Q2	$333K	Sell	8,893 -3,777	-30%	-$162K	0.01%	943
2022 Q1	$490K	Sell	12,670 -550	-4%	-$20.1K	0.01%	850
2021 Q4	$571K	Buy	13,220 +3,710	+39%	+$193K	0.02%	793
2021 Q3	$574K	Sell	9,510 -320	-3%	-$21K	0.02%	754
2021 Q2	$676K	Sell	9,830 -4,759	-33%	-$292K	0.02%	704
2021 Q1	$928K	Sell	14,589 -665	-4%	-$40.6K	0.03%	529
2020 Q4	$826K	Buy	15,254 +4,420	+41%	+$211K	0.03%	500
2020 Q3	$482K	Sell	10,834 -2,434	-18%	-$93.4K	0.02%	620
2020 Q2	$395K	Sell	13,268 -1,430	-10%	-$43.1K	0.02%	683
2020 Q1	$361K	Sell	14,698 -4,329	-23%	-$140K	0.02%	585
2019 Q4	$610K	Sell	19,027 -6,761	-26%	-$222K	0.03%	538
2019 Q3	$1.06M	Buy	25,788 +7,307	+40%	+$299K	0.05%	355
2019 Q2	$645K	Buy	18,481 +11	+0.1%	+$404	0.03%	468
2019 Q1	$607K	Sell	18,470 -4,519	-20%	-$143K	0.03%	461
2018 Q4	$661K	Sell	22,989 -7,401	-24%	-$232K	0.05%	355
2018 Q3	$865K	Buy	30,390 +1,930	+7%	+$68.3K	0.05%	329
2018 Q2	$1.24M	Buy	28,460 +4,161	+17%	+$146K	0.08%	238
2018 Q1	$705K	Buy	24,299 +1,233	+5%	+$36.1K	0.05%	345
2017 Q4	$554K	Sell	23,066 -8,107	-26%	-$167K	0.04%	409
2017 Q3	$526K	Buy	31,173 +2,002	+7%	+$35K	0.04%	411
2017 Q2	$521K	Sell	29,171 -1,368	-4%	-$23.3K	0.05%	396
2017 Q1	$457K	Buy	30,539 +5,531	+22%	+$89.8K	0.04%	426
2016 Q4	$408K	Buy	25,008 +937	+4%	+$17.2K	0.04%	415
2016 Q3	$555K	Sell	24,071 -4,610	-16%	-$86.7K	0.07%	314
2016 Q2	$485K	Sell	28,681 -988	-3%	-$15.4K	0.06%	336
2016 Q1	$491K	Buy	29,669 +28	+0.1%	+$491	0.07%	313
2015 Q4	$686K	Buy	29,641 +3,754	+15%	+$100K	0.1%	239
2015 Q3	$697K	Buy	25,887 +11,440	+79%	+$343K	0.11%	220
2015 Q2	$523K	Buy	14,447 +6,692	+86%	+$274K	0.07%	324
2015 Q1	$388K	Buy	7,755 +1,305	+20%	+$57.9K	0.05%	431
2014 Q4	$231K	Buy	+6,450	New	+$275K	0.03%	594

Other funds holding TWTR

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

Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return

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

Sigma Planning Corp's TWTR Position: Q4 2022 in Review

Sigma Planning Corp sold out of Twitter, Inc. (TWTR) in Q4 2022, closing a stake of 7,172 shares — an estimated $314K sold.

Sigma Planning Corp first reported a position in TWTR in Q4 2014 and held it in 32 quarters. The position peaked at $1.24M in Q2 2018. 7 funds tracked by Wall St. Rank hold TWTR as of Q4 2022.

Sigma Planning Corp reported no remaining Twitter, Inc. position as of Q4 2022 after selling out during the quarter.
Sigma Planning Corp sold 7,172 Twitter, Inc. shares in Q4 2022, an estimated $314K.
Sigma Planning Corp first reported a position in Twitter, Inc. in Q4 2014 and held it in 32 quarters.
Sigma Planning Corp's Twitter, Inc. position peaked at $1.24M in Q2 2018.
7 funds tracked by Wall St. Rank held Twitter, Inc. as of Q4 2022.

Based on Sigma Planning Corp's 13F filing for Q4 2022, filed 24 Jan 2023.