Carson Wealth (CWM LLC)
TWTR

Carson Wealth (CWM LLC)’s Twitter, Inc. TWTR Stock Holding History

Carson Wealth (CWM 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
-15,120
Closed -$663K – 4399
2022
Q3 		$663K Sell
15,120
-1,950
-11% -$79.4K 0.01% 674
2022
Q2 		$638K Sell
17,070
-48,444
-74% -$2.08M ﹤0.01% 674
2022
Q1 		$2.54M Sell
65,514
-5,346
-8% -$195K 0.02% 375
2021
Q4 		$3.06M Buy
+70,860
New +$3.68M 0.02% 358
2021
Q2 		$6.01M Hold
87,352
– – 0.05% 267
2021
Q1 		$6.01M Hold
87,352
– – 0.05% 267
2020
Q4 		$6.01M Hold
87,352
– – 0.05% 267
2020
Q3 		$6.01M Hold
87,352
– – 0.05% 267
2020
Q2 		$6.01M Hold
87,352
– – 0.05% 267
2020
Q1 		$6.01M Hold
87,352
– – 0.05% 267
2019
Q4 		$6.01M Hold
87,352
– – 0.05% 267
2019
Q3 		$6.01M Hold
87,352
– – 0.05% 267
2019
Q2 		$6.01M Hold
87,352
– – 0.05% 267
2019
Q1 		$6.01M Buy
87,352
+2,878
+3% +$91.2K 0.05% 267
2018
Q4 		$2.43M Sell
84,474
-50,350
-37% -$1.58M 0.06% 260
2018
Q3 		$3.84M Buy
134,824
+68,737
+104% +$2.43M 0.1% 189
2018
Q2 		$2.89M Sell
66,087
-30,852
-32% -$1.08M 0.1% 178
2018
Q1 		$2.81M Buy
96,939
+4,352
+5% +$128K 0.11% 146
2017
Q4 		$2.22M Sell
92,587
-27,245
-23% -$560K 0.1% 154
2017
Q3 		$2.02M Sell
119,832
-16,782
-12% -$293K 0.1% 156
2017
Q2 		$2.44M Sell
136,614
-19,090
-12% -$325K 0.13% 132
2017
Q1 		$2.33M Buy
155,704
+35,214
+29% +$572K 0.13% 137
2016
Q4 		$1.96M Sell
120,490
-5,831
-5% -$107K 0.12% 155
2016
Q3 		$2.91M Sell
126,321
-9,680
-7% -$182K 0.2% 126
2016
Q2 		$2.3M Sell
136,001
-2,833
-2% -$44.2K 0.17% 144
2016
Q1 		$2.3M Buy
138,834
+138,684
+92,456% +$2.43M 0.2% 129
2015
Q4 		$3K Hold
150
– – ﹤0.01% 581
2015
Q3 		$4K Buy
+150
New +$4.5K ﹤0.01% 534
2014
Q1 		– Sell
-150
Closed -$10K – 526
2013
Q4 		$10K Buy
+150
New +$7.45K ﹤0.01% 451

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

Carson Wealth (CWM LLC)'s TWTR Position: Q4 2022 in Review

Carson Wealth (CWM LLC) sold out of Twitter, Inc. (TWTR) in Q4 2022, closing a stake of 15,120 shares — an estimated $663K sold.

Carson Wealth (CWM LLC) first reported a position in TWTR in Q4 2013 and held it in 29 quarters. The position peaked at $6.01M in Q2 2021. 7 funds tracked by Wall St. Rank hold TWTR as of Q4 2022.

  • Carson Wealth (CWM LLC) reported no remaining Twitter, Inc. position as of Q4 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 15,120 Twitter, Inc. shares in Q4 2022, an estimated $663K.
  • Carson Wealth (CWM LLC) first reported a position in Twitter, Inc. in Q4 2013 and held it in 29 quarters.
  • Carson Wealth (CWM LLC)'s Twitter, Inc. position peaked at $6.01M in Q2 2021.
  • 7 funds tracked by Wall St. Rank held Twitter, Inc. as of Q4 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2022, filed 1 Feb 2023.