CarsonAllaria Wealth Management’s Twitter, Inc. TWTR Stock Holding History

CarsonAllaria Wealth Management’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	-65	Closed	-$3K	–	374
2022 Q3	$3K	Hold	65	–	–	﹤0.01%	271
2022 Q2	$2K	Buy	+65	New	+$2.79K	﹤0.01%	295

Other funds holding TWTR

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return

TimeScale Financial Danvers, Massachusetts $463M AUM 12.48% 1-Year Est. Return

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

CarsonAllaria Wealth Management's TWTR Position: Q4 2022 in Review

CarsonAllaria Wealth Management sold out of Twitter, Inc. (TWTR) in Q4 2022, closing a stake of 65 shares — an estimated $3K sold.

CarsonAllaria Wealth Management first reported a position in TWTR in Q2 2022 and held it in 2 quarters. The position peaked at $3K in Q3 2022. 7 funds tracked by Wall St. Rank hold TWTR as of Q4 2022.

CarsonAllaria Wealth Management reported no remaining Twitter, Inc. position as of Q4 2022 after selling out during the quarter.
CarsonAllaria Wealth Management sold 65 Twitter, Inc. shares in Q4 2022, an estimated $3K.
CarsonAllaria Wealth Management first reported a position in Twitter, Inc. in Q2 2022 and held it in 2 quarters.
CarsonAllaria Wealth Management's Twitter, Inc. position peaked at $3K in Q3 2022.
7 funds tracked by Wall St. Rank held Twitter, Inc. as of Q4 2022.

Based on CarsonAllaria Wealth Management's 13F filing for Q4 2022, filed 6 Feb 2023.