CAL
TWTR

Capital Analysts LLC’s Twitter, Inc. TWTR Stock Holding History

Capital Analysts 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
-125
Closed -$5K – 1181
2022
Q3 		$5K Hold
125
– – ﹤0.01% 900
2022
Q2 		$5K Hold
125
– – ﹤0.01% 874
2022
Q1 		$5K Hold
125
– – ﹤0.01% 835
2021
Q4 		$5K Hold
125
– – ﹤0.01% 898
2021
Q3 		$8K Hold
125
– – ﹤0.01% 821
2021
Q2 		$9K Sell
125
-60
-32% -$3.68K ﹤0.01% 768
2021
Q1 		$12K Buy
+185
New +$11.3K ﹤0.01% 775
2016
Q4 		– Sell
-6,500
Closed -$150K – 401
2016
Q3 		$150K Buy
+6,500
New +$122K 0.03% 187
2015
Q4 		– Sell
-100
Closed -$2.69K – 405
2015
Q3 		$2.69K Hold
100
– – ﹤0.01% 350
2015
Q2 		$3.62K Hold
100
– – ﹤0.01% 365
2015
Q1 		$5.01K Hold
100
– – ﹤0.01% 361
2014
Q4 		$3.59K Hold
100
– – ﹤0.01% 378
2014
Q3 		$5.16K Hold
100
– – ﹤0.01% 363
2014
Q2 		$4.1K Hold
100
– – ﹤0.01% 366
2014
Q1 		$4.67K Hold
100
– – ﹤0.01% 333
2013
Q4 		$6.37K Buy
+100
New +$4.97K ﹤0.01% 303

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

Capital Analysts LLC's TWTR Position: Q4 2022 in Review

Capital Analysts LLC sold out of Twitter, Inc. (TWTR) in Q4 2022, closing a stake of 125 shares — an estimated $5K sold.

Capital Analysts LLC first reported a position in TWTR in Q4 2013 and held it in 16 quarters. The position peaked at $150K in Q3 2016. 7 funds tracked by Wall St. Rank hold TWTR as of Q4 2022.

  • Capital Analysts LLC reported no remaining Twitter, Inc. position as of Q4 2022 after selling out during the quarter.
  • Capital Analysts LLC sold 125 Twitter, Inc. shares in Q4 2022, an estimated $5K.
  • Capital Analysts LLC first reported a position in Twitter, Inc. in Q4 2013 and held it in 16 quarters.
  • Capital Analysts LLC's Twitter, Inc. position peaked at $150K in Q3 2016.
  • 7 funds tracked by Wall St. Rank held Twitter, Inc. as of Q4 2022.

Based on Capital Analysts LLC's 13F filing for Q4 2022, filed 8 Feb 2023.