CA
TWTR

Claro Advisors’s Twitter, Inc. TWTR Stock Holding History

Claro Advisors’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
-8,458
Closed -$316K – 353
2022
Q3 		$316K Hold
8,458
– – 0.13% 186
2022
Q2 		$316K Buy
8,458
+3,561
+73% +$153K 0.13% 186
2022
Q1 		$212K Hold
4,897
– – 0.08% 255
2021
Q4 		$212K Sell
4,897
-555
-10% -$28.8K 0.08% 255
2021
Q3 		$329K Buy
5,452
+49
+0.9% +$3.22K 0.14% 172
2021
Q2 		$372K Buy
5,403
+29
+0.5% +$1.78K 0.17% 151
2021
Q1 		$342K Sell
5,374
-58
-1% -$3.54K 0.17% 147
2020
Q4 		$294K Buy
5,432
+239
+5% +$11.4K 0.16% 157
2020
Q3 		$231K Buy
+5,193
New +$199K 0.15% 168
2019
Q4 		– Sell
-5,420
Closed -$223K – 182
2019
Q3 		$223K Buy
+5,420
New +$221K 0.2% 140
2019
Q1 		– Sell
-5,298
Closed -$151K – 1013
2018
Q4 		$151K Buy
+5,298
New +$166K 0.12% 165

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 $537M AUM 18.24% 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

Claro Advisors's TWTR Position: Q4 2022 in Review

Claro Advisors sold out of Twitter, Inc. (TWTR) in Q4 2022, closing a stake of 8,458 shares — an estimated $316K sold.

Claro Advisors first reported a position in TWTR in Q4 2018 and held it in 11 quarters. The position peaked at $372K in Q2 2021. 7 funds tracked by Wall St. Rank hold TWTR as of Q4 2022.

  • Claro Advisors reported no remaining Twitter, Inc. position as of Q4 2022 after selling out during the quarter.
  • Claro Advisors sold 8,458 Twitter, Inc. shares in Q4 2022, an estimated $316K.
  • Claro Advisors first reported a position in Twitter, Inc. in Q4 2018 and held it in 11 quarters.
  • Claro Advisors's Twitter, Inc. position peaked at $372K in Q2 2021.
  • 7 funds tracked by Wall St. Rank held Twitter, Inc. as of Q4 2022.

Based on Claro Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.