CWC
TWTR

Carolinas Wealth Consulting’s Twitter, Inc. TWTR Stock Holding History

Carolinas Wealth Consulting’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
-325
Closed -$14K – 1112
2022
Q3 		$14K Hold
325
– – ﹤0.01% 514
2022
Q2 		$12K Sell
325
-334
-51% -$14.3K ﹤0.01% 549
2022
Q1 		$25K Sell
659
-439
-40% -$16K 0.01% 447
2021
Q4 		$47K Buy
1,098
+220
+25% +$11.4K 0.01% 375
2021
Q3 		$53K Hold
878
– – 0.01% 336
2021
Q2 		$60K Buy
878
+4
+0.5% +$245 0.01% 339
2021
Q1 		$56K Sell
874
-284
-25% -$17.4K 0.01% 342
2020
Q4 		$63K Buy
1,158
+719
+164% +$34.3K 0.02% 302
2020
Q3 		$20K Buy
439
+339
+339% +$13K 0.01% 393
2020
Q2 		$3K Buy
+100
New +$3.02K ﹤0.01% 476

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

Carolinas Wealth Consulting's TWTR Position: Q4 2022 in Review

Carolinas Wealth Consulting sold out of Twitter, Inc. (TWTR) in Q4 2022, closing a stake of 325 shares — an estimated $14K sold.

Carolinas Wealth Consulting first reported a position in TWTR in Q2 2020 and held it in 10 quarters. The position peaked at $63K in Q4 2020. 7 funds tracked by Wall St. Rank hold TWTR as of Q4 2022.

  • Carolinas Wealth Consulting reported no remaining Twitter, Inc. position as of Q4 2022 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 325 Twitter, Inc. shares in Q4 2022, an estimated $14K.
  • Carolinas Wealth Consulting first reported a position in Twitter, Inc. in Q2 2020 and held it in 10 quarters.
  • Carolinas Wealth Consulting's Twitter, Inc. position peaked at $63K in Q4 2020.
  • 7 funds tracked by Wall St. Rank held Twitter, Inc. as of Q4 2022.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2022, filed 14 Feb 2023.