CAPTRUST Financial Advisors
TWTR

CAPTRUST Financial Advisors’s Twitter, Inc. TWTR Stock Holding History

CAPTRUST Financial Advisors’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
-26,112
Closed -$1.15M – 2277
2022
Q3 		$1.15M Buy
26,112
+2,115
+9% +$86.1K 0.01% 859
2022
Q2 		$897K Buy
23,997
+3,215
+15% +$138K 0.01% 886
2022
Q1 		$804K Buy
20,782
+1,515
+8% +$55.4K 0.01% 940
2021
Q4 		$833K Buy
19,267
+1,574
+9% +$81.8K 0.01% 890
2021
Q3 		$1.07M Buy
17,693
+523
+3% +$34.3K 0.01% 724
2021
Q2 		$1.18M Buy
17,170
+648
+4% +$39.7K 0.01% 657
2021
Q1 		$1.05M Buy
16,522
+7,377
+81% +$451K 0.01% 678
2020
Q4 		$495K Buy
9,145
+428
+5% +$20.4K 0.01% 841
2020
Q3 		$407K Buy
8,717
+881
+11% +$33.8K 0.01% 777
2020
Q2 		$241K Sell
7,836
-2,834
-27% -$85.4K ﹤0.01% 950
2020
Q1 		$249K Buy
10,670
+4,271
+67% +$138K 0.01% 781
2019
Q4 		$207K Buy
6,399
+561
+10% +$18.5K ﹤0.01% 965
2019
Q3 		$241K Buy
5,838
+270
+5% +$11K 0.01% 536
2019
Q2 		$194K Buy
5,568
+1,843
+49% +$67.6K 0.01% 564
2019
Q1 		$122K Buy
3,725
+846
+29% +$26.8K 0.01% 637
2018
Q4 		$83K Buy
2,879
+500
+21% +$15.7K ﹤0.01% 635
2018
Q3 		$68K Hold
2,379
– – ﹤0.01% 696
2018
Q2 		$104K Buy
2,379
+1,000
+73% +$35.1K 0.01% 501
2018
Q1 		$39K Hold
1,379
– – ﹤0.01% 672
2017
Q4 		$33K Buy
1,379
+1,200
+670% +$24.6K ﹤0.01% 676
2017
Q3 		$6K Buy
+179
New +$3.13K ﹤0.01% 479

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

CAPTRUST Financial Advisors's TWTR Position: Q4 2022 in Review

CAPTRUST Financial Advisors sold out of Twitter, Inc. (TWTR) in Q4 2022, closing a stake of 26,112 shares — an estimated $1.15M sold.

CAPTRUST Financial Advisors first reported a position in TWTR in Q3 2017 and held it in 21 quarters. The position peaked at $1.18M in Q2 2021. 7 funds tracked by Wall St. Rank hold TWTR as of Q4 2022.

  • CAPTRUST Financial Advisors reported no remaining Twitter, Inc. position as of Q4 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 26,112 Twitter, Inc. shares in Q4 2022, an estimated $1.15M.
  • CAPTRUST Financial Advisors first reported a position in Twitter, Inc. in Q3 2017 and held it in 21 quarters.
  • CAPTRUST Financial Advisors's Twitter, Inc. position peaked at $1.18M in Q2 2021.
  • 7 funds tracked by Wall St. Rank held Twitter, Inc. as of Q4 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.