AAS
TWTR

Avantax Advisory Services’s Twitter, Inc. TWTR Stock Holding History

Avantax Advisory Services’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
-6,156
Closed -$270K – 1480
2022
Q3 		$270K Sell
6,156
-2,568
-29% -$105K ﹤0.01% 1057
2022
Q2 		$326K Buy
8,724
+3,150
+57% +$135K ﹤0.01% 975
2022
Q1 		$218K Sell
5,574
-427
-7% -$15.6K ﹤0.01% 1155
2021
Q4 		$259K Buy
6,001
+261
+5% +$13.6K ﹤0.01% 1053
2021
Q3 		$348K Buy
5,740
+1,180
+26% +$77.5K 0.01% 856
2021
Q2 		$315K Buy
4,560
+132
+3% +$8.09K 0.01% 883
2021
Q1 		$282K Sell
4,428
-500
-10% -$30.6K 0.01% 832
2020
Q4 		$265K Sell
4,928
-20,184
-80% -$963K 0.01% 781
2020
Q3 		$1.11M Buy
+25,112
New +$964K 0.02% 514

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 $1.84B 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

Avantax Advisory Services's TWTR Position: Q4 2022 in Review

Avantax Advisory Services sold out of Twitter, Inc. (TWTR) in Q4 2022, closing a stake of 6,156 shares — an estimated $270K sold.

Avantax Advisory Services first reported a position in TWTR in Q3 2020 and held it in 9 quarters. The position peaked at $1.11M in Q3 2020. 7 funds tracked by Wall St. Rank hold TWTR as of Q4 2022.

  • Avantax Advisory Services reported no remaining Twitter, Inc. position as of Q4 2022 after selling out during the quarter.
  • Avantax Advisory Services sold 6,156 Twitter, Inc. shares in Q4 2022, an estimated $270K.
  • Avantax Advisory Services first reported a position in Twitter, Inc. in Q3 2020 and held it in 9 quarters.
  • Avantax Advisory Services's Twitter, Inc. position peaked at $1.11M in Q3 2020.
  • 7 funds tracked by Wall St. Rank held Twitter, Inc. as of Q4 2022.

Based on Avantax Advisory Services's 13F filing for Q4 2022, filed 13 Feb 2023.