BTWM
TWTR

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

Baker Tilly 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
-4,618
Closed -$202K – 573
2022
Q3 		$202K Buy
+4,618
New +$188K 0.03% 479
2022
Q2 		– Sell
-10,475
Closed -$405K – 539
2022
Q1 		$405K Buy
10,475
+7
+0.1% +$256 0.04% 389
2021
Q4 		$452K Buy
10,468
+201
+2% +$10.4K 0.05% 373
2021
Q3 		$620K Sell
10,267
-489
-5% -$32.1K 0.08% 272
2021
Q2 		$740K Sell
10,756
-11
-0.1% -$674 0.12% 193
2021
Q1 		$685K Buy
+10,767
New +$658K 0.14% 186

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

Baker Tilly Wealth Management's TWTR Position: Q4 2022 in Review

Baker Tilly Wealth Management sold out of Twitter, Inc. (TWTR) in Q4 2022, closing a stake of 4,618 shares — an estimated $202K sold.

Baker Tilly Wealth Management first reported a position in TWTR in Q1 2021 and held it in 6 quarters. The position peaked at $740K in Q2 2021. 7 funds tracked by Wall St. Rank hold TWTR as of Q4 2022.

  • Baker Tilly Wealth Management reported no remaining Twitter, Inc. position as of Q4 2022 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 4,618 Twitter, Inc. shares in Q4 2022, an estimated $202K.
  • Baker Tilly Wealth Management first reported a position in Twitter, Inc. in Q1 2021 and held it in 6 quarters.
  • Baker Tilly Wealth Management's Twitter, Inc. position peaked at $740K in Q2 2021.
  • 7 funds tracked by Wall St. Rank held Twitter, Inc. as of Q4 2022.

Based on Baker Tilly Wealth Management's 13F filing for Q4 2022, filed 26 Jan 2023.