CNWM
TWTR

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

Clay Northam 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
-28,573
Closed -$1.25M – 85
2022
Q3 		$1.25M Hold
28,573
– – 1.56% 15
2022
Q2 		$1.07M Sell
28,573
-962
-3% -$41.3K 1.33% 15
2022
Q1 		$1.14M Buy
29,535
+550
+2% +$20.1K 1.16% 19
2021
Q4 		$1.25M Buy
+28,985
New +$1.51M 1.18% 19

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

Clay Northam Wealth Management's TWTR Position: Q4 2022 in Review

Clay Northam Wealth Management sold out of Twitter, Inc. (TWTR) in Q4 2022, closing a stake of 28,573 shares — an estimated $1.25M sold.

Clay Northam Wealth Management first reported a position in TWTR in Q4 2021 and held it in 4 quarters. The position peaked at $1.25M in Q3 2022. 7 funds tracked by Wall St. Rank hold TWTR as of Q4 2022.

  • Clay Northam Wealth Management reported no remaining Twitter, Inc. position as of Q4 2022 after selling out during the quarter.
  • Clay Northam Wealth Management sold 28,573 Twitter, Inc. shares in Q4 2022, an estimated $1.25M.
  • Clay Northam Wealth Management first reported a position in Twitter, Inc. in Q4 2021 and held it in 4 quarters.
  • Clay Northam Wealth Management's Twitter, Inc. position peaked at $1.25M in Q3 2022.
  • 7 funds tracked by Wall St. Rank held Twitter, Inc. as of Q4 2022.

Based on Clay Northam Wealth Management's 13F filing for Q4 2022, filed 15 Feb 2023.