BWM
TWTR

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

BerganKDV 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
-89
Closed -$4K – 1130
2022
Q3 		$4K Buy
89
+11
+14% +$448 ﹤0.01% 735
2022
Q2 		$3K Buy
78
+25
+47% +$1.07K ﹤0.01% 797
2022
Q1 		$2K Sell
53
-6
-10% -$219 ﹤0.01% 890
2021
Q4 		$3K Buy
59
+12
+26% +$623 ﹤0.01% 892
2021
Q3 		$3K Hold
47
– – ﹤0.01% 853
2021
Q2 		$3K Hold
47
– – ﹤0.01% 786
2021
Q1 		$3K Hold
47
– – ﹤0.01% 755
2020
Q4 		$3K Hold
47
– – ﹤0.01% 752
2020
Q3 		$2K Hold
47
– – ﹤0.01% 741
2020
Q2 		$1K Sell
47
-82
-64% -$2.47K ﹤0.01% 931
2020
Q1 		$3K Hold
129
– – ﹤0.01% 707
2019
Q4 		$4K Buy
+129
New +$4.24K ﹤0.01% 689

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

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

BerganKDV Wealth Management sold out of Twitter, Inc. (TWTR) in Q4 2022, closing a stake of 89 shares — an estimated $4K sold.

BerganKDV Wealth Management first reported a position in TWTR in Q4 2019 and held it in 12 quarters. The position peaked at $4K in Q3 2022. 7 funds tracked by Wall St. Rank hold TWTR as of Q4 2022.

  • BerganKDV Wealth Management reported no remaining Twitter, Inc. position as of Q4 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 89 Twitter, Inc. shares in Q4 2022, an estimated $4K.
  • BerganKDV Wealth Management first reported a position in Twitter, Inc. in Q4 2019 and held it in 12 quarters.
  • BerganKDV Wealth Management's Twitter, Inc. position peaked at $4K in Q3 2022.
  • 7 funds tracked by Wall St. Rank held Twitter, Inc. as of Q4 2022.

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