Center for Financial Planning’s Twitter, Inc. TWTR Stock Holding History

Center for Financial Planning’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	-360	Closed	-$16K	–	681
2022 Q3	$16K	Hold	360	–	–	﹤0.01%	309
2022 Q2	$13K	Hold	360	–	–	﹤0.01%	339
2022 Q1	$14K	Hold	360	–	–	﹤0.01%	347
2021 Q4	$16K	Hold	360	–	–	﹤0.01%	337
2021 Q3	$22K	Hold	360	–	–	0.01%	299
2021 Q2	$25K	Sell	360 -323	-47%	-$19.8K	0.01%	290
2021 Q1	$43K	Hold	683	–	–	0.01%	228
2020 Q4	$37K	Hold	683	–	–	0.01%	228
2020 Q3	$30K	Hold	683	–	–	0.01%	227
2020 Q2	$20K	Hold	683	–	–	0.01%	260
2020 Q1	$17K	Hold	683	–	–	0.01%	271
2019 Q4	$22K	Buy	+683	New	+$22.5K	0.01%	256

Other funds holding TWTR

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

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

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

Center for Financial Planning's TWTR Position: Q4 2022 in Review

Center for Financial Planning sold out of Twitter, Inc. (TWTR) in Q4 2022, closing a stake of 360 shares — an estimated $16K sold.

Center for Financial Planning first reported a position in TWTR in Q4 2019 and held it in 12 quarters. The position peaked at $43K in Q1 2021. 7 funds tracked by Wall St. Rank hold TWTR as of Q4 2022.

Center for Financial Planning reported no remaining Twitter, Inc. position as of Q4 2022 after selling out during the quarter.
Center for Financial Planning sold 360 Twitter, Inc. shares in Q4 2022, an estimated $16K.
Center for Financial Planning first reported a position in Twitter, Inc. in Q4 2019 and held it in 12 quarters.
Center for Financial Planning's Twitter, Inc. position peaked at $43K in Q1 2021.
7 funds tracked by Wall St. Rank held Twitter, Inc. as of Q4 2022.

Based on Center for Financial Planning's 13F filing for Q4 2022, filed 27 Jan 2023.