AP
TWTR

Appleton Partners’s Twitter, Inc. TWTR Stock Holding History

Appleton Partners’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
-32,656
Closed -$1.43M – 307
2022
Q3 		$1.43M Sell
32,656
-545
-2% -$22.2K 0.14% 128
2022
Q2 		$1.24M Sell
33,201
-370
-1% -$15.9K 0.12% 138
2022
Q1 		$1.3M Sell
33,571
-3,920
-10% -$143K 0.11% 144
2021
Q4 		$1.62M Sell
37,491
-2,325
-6% -$121K 0.12% 136
2021
Q3 		$2.4M Buy
39,816
+7,332
+23% +$481K 0.2% 109
2021
Q2 		$2.23M Buy
32,484
+2,391
+8% +$147K 0.19% 110
2021
Q1 		$1.92M Buy
30,093
+6,161
+26% +$377K 0.18% 117
2020
Q4 		$1.3M Buy
23,932
+5,975
+33% +$285K 0.13% 131
2020
Q3 		$799K Buy
17,957
+6,869
+62% +$264K 0.09% 147
2020
Q2 		$330K Buy
+11,088
New +$334K 0.04% 207

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 $537M AUM 18.24% 1-Year Est. Return
TF
TimeScale Financial Danvers, Massachusetts $463M AUM 12.48% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 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

Appleton Partners's TWTR Position: Q4 2022 in Review

Appleton Partners sold out of Twitter, Inc. (TWTR) in Q4 2022, closing a stake of 32,656 shares — an estimated $1.43M sold.

Appleton Partners first reported a position in TWTR in Q2 2020 and held it in 10 quarters. The position peaked at $2.4M in Q3 2021. 7 funds tracked by Wall St. Rank hold TWTR as of Q4 2022.

  • Appleton Partners reported no remaining Twitter, Inc. position as of Q4 2022 after selling out during the quarter.
  • Appleton Partners sold 32,656 Twitter, Inc. shares in Q4 2022, an estimated $1.43M.
  • Appleton Partners first reported a position in Twitter, Inc. in Q2 2020 and held it in 10 quarters.
  • Appleton Partners's Twitter, Inc. position peaked at $2.4M in Q3 2021.
  • 7 funds tracked by Wall St. Rank held Twitter, Inc. as of Q4 2022.

Based on Appleton Partners's 13F filing for Q4 2022, filed 19 Jan 2023.