AWM
TWTR

AE Wealth Management’s Twitter, Inc. TWTR Stock Holding History

AE Wealth Management’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
-9,285
Closed -$407K – 1946
2022
Q3 		$407K Sell
9,285
-1,872
-17% -$76.2K ﹤0.01% 1357
2022
Q2 		$417K Buy
11,157
+3,953
+55% +$170K ﹤0.01% 1292
2022
Q1 		$279K Sell
7,204
-2,747
-28% -$100K ﹤0.01% 1450
2021
Q4 		$430K Sell
9,951
-11,328
-53% -$588K ﹤0.01% 1310
2021
Q3 		$1.28M Buy
21,279
+15,207
+250% +$999K 0.01% 794
2021
Q2 		$418K Buy
6,072
+1,332
+28% +$81.7K ﹤0.01% 1214
2021
Q1 		$302K Sell
4,740
-22,477
-83% -$1.37M ﹤0.01% 1249
2020
Q4 		$1.47M Buy
27,217
+21,795
+402% +$1.04M 0.02% 585
2020
Q3 		$241K Buy
+5,422
New +$208K ﹤0.01% 1115
2020
Q1 		– Sell
-8,947
Closed -$287K – 1302
2019
Q4 		$287K Buy
8,947
+1,788
+25% +$58.8K 0.01% 918
2019
Q3 		$295K Buy
7,159
+1,033
+17% +$42.2K 0.01% 791
2019
Q2 		$214K Buy
+6,126
New +$225K 0.01% 876

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

AE Wealth Management's TWTR Position: Q4 2022 in Review

AE Wealth Management sold out of Twitter, Inc. (TWTR) in Q4 2022, closing a stake of 9,285 shares — an estimated $407K sold.

AE Wealth Management first reported a position in TWTR in Q2 2019 and held it in 12 quarters. The position peaked at $1.47M in Q4 2020. 7 funds tracked by Wall St. Rank hold TWTR as of Q4 2022.

  • AE Wealth Management reported no remaining Twitter, Inc. position as of Q4 2022 after selling out during the quarter.
  • AE Wealth Management sold 9,285 Twitter, Inc. shares in Q4 2022, an estimated $407K.
  • AE Wealth Management first reported a position in Twitter, Inc. in Q2 2019 and held it in 12 quarters.
  • AE Wealth Management's Twitter, Inc. position peaked at $1.47M in Q4 2020.
  • 7 funds tracked by Wall St. Rank held Twitter, Inc. as of Q4 2022.

Based on AE Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.