CT
TWTR

Caldwell Trust’s Twitter, Inc. TWTR Stock Holding History

Caldwell Trust’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
-300
Closed -$13.2K – 750
2022
Q3 		$13.2K Hold
300
– – ﹤0.01% 571
2022
Q2 		$11.2K Hold
300
– – ﹤0.01% 616
2022
Q1 		$11.6K Hold
300
– – ﹤0.01% 630
2021
Q4 		$13K Hold
300
– – ﹤0.01% 614
2021
Q3 		$18.1K Hold
300
– – ﹤0.01% 574
2021
Q2 		$20.6K Hold
300
– – ﹤0.01% 567
2021
Q1 		$19.1K Hold
300
– – ﹤0.01% 561
2020
Q4 		$16.2K Hold
300
– – ﹤0.01% 572
2020
Q3 		$13.3K Buy
300
+100
+50% +$3.84K ﹤0.01% 577
2020
Q2 		$5.96K Hold
200
– – ﹤0.01% 678
2020
Q1 		$4.91K Hold
200
– – ﹤0.01% 697
2019
Q4 		$6.41K Buy
+200
New +$6.58K ﹤0.01% 721

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 $537M AUM 18.24% 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 $20.6B AUM 34.61% 1-Year Est. Return

Caldwell Trust's TWTR Position: Q4 2022 in Review

Caldwell Trust sold out of Twitter, Inc. (TWTR) in Q4 2022, closing a stake of 300 shares — an estimated $13.2K sold.

Caldwell Trust first reported a position in TWTR in Q4 2019 and held it in 12 quarters. The position peaked at $20.6K in Q2 2021. 7 funds tracked by Wall St. Rank hold TWTR as of Q4 2022.

  • Caldwell Trust reported no remaining Twitter, Inc. position as of Q4 2022 after selling out during the quarter.
  • Caldwell Trust sold 300 Twitter, Inc. shares in Q4 2022, an estimated $13.2K.
  • Caldwell Trust first reported a position in Twitter, Inc. in Q4 2019 and held it in 12 quarters.
  • Caldwell Trust's Twitter, Inc. position peaked at $20.6K in Q2 2021.
  • 7 funds tracked by Wall St. Rank held Twitter, Inc. as of Q4 2022.

Based on Caldwell Trust's 13F filing for Q4 2022, filed 1 Oct 2025.