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

BigSur 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	-6,500	Closed	-$285K	–	131
2022 Q3	$285K	Sell	6,500 -2,000	-24%	-$81.4K	0.14%	98
2022 Q2	$318K	Buy	+8,500	New	+$365K	0.15%	100

Other funds holding TWTR

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return

TimeScale Financial Danvers, Massachusetts $463M AUM 12.48% 1-Year Est. Return

North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

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

BigSur Wealth Management sold out of Twitter, Inc. (TWTR) in Q4 2022, closing a stake of 6,500 shares — an estimated $285K sold.

BigSur Wealth Management first reported a position in TWTR in Q2 2022 and held it in 2 quarters. The position peaked at $318K in Q2 2022. 7 funds tracked by Wall St. Rank hold TWTR as of Q4 2022.

BigSur Wealth Management reported no remaining Twitter, Inc. position as of Q4 2022 after selling out during the quarter.
BigSur Wealth Management sold 6,500 Twitter, Inc. shares in Q4 2022, an estimated $285K.
BigSur Wealth Management first reported a position in Twitter, Inc. in Q2 2022 and held it in 2 quarters.
BigSur Wealth Management's Twitter, Inc. position peaked at $318K in Q2 2022.
7 funds tracked by Wall St. Rank held Twitter, Inc. as of Q4 2022.

Based on BigSur Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.