CWM
TWTR

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

Castle 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
-1,772
Closed -$78K – 723
2022
Q3 		$78K Sell
1,772
-2,039
-54% -$83K 0.05% 168
2022
Q2 		$142K Buy
+3,811
New +$163K 0.08% 123

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

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

Castle Wealth Management sold out of Twitter, Inc. (TWTR) in Q4 2022, closing a stake of 1,772 shares — an estimated $78K sold.

Castle Wealth Management first reported a position in TWTR in Q2 2022 and held it in 2 quarters. The position peaked at $142K in Q2 2022. 7 funds tracked by Wall St. Rank hold TWTR as of Q4 2022.

  • Castle Wealth Management reported no remaining Twitter, Inc. position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 1,772 Twitter, Inc. shares in Q4 2022, an estimated $78K.
  • Castle Wealth Management first reported a position in Twitter, Inc. in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Twitter, Inc. position peaked at $142K in Q2 2022.
  • 7 funds tracked by Wall St. Rank held Twitter, Inc. as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.