BSW
TWTR

Buckingham Strategic Wealth’s Twitter, Inc. TWTR Stock Holding History

Buckingham Strategic Wealth’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
-10,037
Closed -$440K – 669
2022
Q3 		$440K Sell
10,037
-428
-4% -$17.4K 0.01% 395
2022
Q2 		$391K Buy
10,465
+2,223
+27% +$95.4K 0.01% 420
2022
Q1 		$319K Sell
8,242
-1,923
-19% -$70.3K 0.01% 454
2021
Q4 		$439K Buy
10,165
+1,406
+16% +$73K 0.01% 392
2021
Q3 		$529K Buy
8,759
+91
+1% +$5.98K 0.01% 350
2021
Q2 		$596K Buy
8,668
+493
+6% +$30.2K 0.01% 319
2021
Q1 		$520K Sell
8,175
-977
-11% -$59.7K 0.03% 321
2020
Q4 		$496K Buy
9,152
+1,075
+13% +$51.3K 0.03% 318
2020
Q3 		$359K Buy
+8,077
New +$310K 0.03% 330
2020
Q2 		– Sell
-9,760
Closed -$240K – 492
2020
Q1 		$240K Buy
9,760
+404
+4% +$13.1K 0.02% 390
2019
Q4 		$300K Buy
9,356
+291
+3% +$9.57K 0.03% 361
2019
Q3 		$373K Sell
9,065
-59
-0.6% -$2.41K 0.04% 285
2019
Q2 		$318K Buy
9,124
+398
+5% +$14.6K 0.03% 324
2019
Q1 		$287K Buy
+8,726
New +$277K 0.04% 324
2016
Q3 		– Sell
-11,780
Closed -$199K – 254
2016
Q2 		$199K Buy
11,780
+118
+1% +$1.84K 0.07% 226
2016
Q1 		$193K Buy
11,662
+2,143
+23% +$37.5K 0.06% 218
2015
Q4 		$220K Buy
9,519
+337
+4% +$8.99K 0.07% 176
2015
Q3 		$247K Buy
9,182
+116
+1% +$3.48K 0.09% 159
2015
Q2 		$328K Buy
9,066
+3,079
+51% +$126K 0.11% 145
2015
Q1 		$300K Buy
+5,987
New +$265K 0.11% 143

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 $1.65B AUM 20.56% 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

Buckingham Strategic Wealth's TWTR Position: Q4 2022 in Review

Buckingham Strategic Wealth sold out of Twitter, Inc. (TWTR) in Q4 2022, closing a stake of 10,037 shares — an estimated $440K sold.

Buckingham Strategic Wealth first reported a position in TWTR in Q1 2015 and held it in 20 quarters. The position peaked at $596K in Q2 2021. 7 funds tracked by Wall St. Rank hold TWTR as of Q4 2022.

  • Buckingham Strategic Wealth reported no remaining Twitter, Inc. position as of Q4 2022 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 10,037 Twitter, Inc. shares in Q4 2022, an estimated $440K.
  • Buckingham Strategic Wealth first reported a position in Twitter, Inc. in Q1 2015 and held it in 20 quarters.
  • Buckingham Strategic Wealth's Twitter, Inc. position peaked at $596K in Q2 2021.
  • 7 funds tracked by Wall St. Rank held Twitter, Inc. as of Q4 2022.

Based on Buckingham Strategic Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.