BWL
TWTR

Bogart Wealth LLC’s Twitter, Inc. TWTR Stock Holding History

Bogart Wealth LLC’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
-87
Closed -$4K – 1241
2022
Q3 		$4K Hold
87
– – ﹤0.01% 753
2022
Q2 		$3K Buy
+87
New +$3.73K ﹤0.01% 752

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

Bogart Wealth LLC's TWTR Position: Q4 2022 in Review

Bogart Wealth LLC sold out of Twitter, Inc. (TWTR) in Q4 2022, closing a stake of 87 shares — an estimated $4K sold.

Bogart Wealth LLC first reported a position in TWTR in Q2 2022 and held it in 2 quarters. The position peaked at $4K in Q3 2022. 7 funds tracked by Wall St. Rank hold TWTR as of Q4 2022.

  • Bogart Wealth LLC reported no remaining Twitter, Inc. position as of Q4 2022 after selling out during the quarter.
  • Bogart Wealth LLC sold 87 Twitter, Inc. shares in Q4 2022, an estimated $4K.
  • Bogart Wealth LLC first reported a position in Twitter, Inc. in Q2 2022 and held it in 2 quarters.
  • Bogart Wealth LLC'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 Bogart Wealth LLC's 13F filing for Q4 2022, filed 6 Feb 2023.