CA
TWTR

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

Clearstead 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
-2,786
Closed -$122K – 1407
2022
Q3 		$122K Sell
2,786
-107
-4% -$4.36K 0.01% 442
2022
Q2 		$108K Buy
2,893
+100
+4% +$4.29K 0.01% 488
2022
Q1 		$108K Buy
2,793
+7
+0.3% +$256 0.01% 533
2021
Q4 		$120K Sell
2,786
-486
-15% -$25.2K 0.01% 491
2021
Q3 		$198K Buy
3,272
+721
+28% +$47.3K 0.01% 369
2021
Q2 		$176K Buy
2,551
+62
+2% +$3.8K 0.01% 366
2021
Q1 		$158K Sell
2,489
-125
-5% -$7.64K 0.01% 362
2020
Q4 		$142K Sell
2,614
-328
-11% -$15.7K 0.01% 361
2020
Q3 		$131K Buy
2,942
+250
+9% +$9.59K 0.01% 332
2020
Q2 		$80K Hold
2,692
– – 0.01% 379
2020
Q1 		$66K Buy
+2,692
New +$87.1K 0.01% 373

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

Clearstead Advisors's TWTR Position: Q4 2022 in Review

Clearstead Advisors sold out of Twitter, Inc. (TWTR) in Q4 2022, closing a stake of 2,786 shares — an estimated $122K sold.

Clearstead Advisors first reported a position in TWTR in Q1 2020 and held it in 11 quarters. The position peaked at $198K in Q3 2021. 7 funds tracked by Wall St. Rank hold TWTR as of Q4 2022.

  • Clearstead Advisors reported no remaining Twitter, Inc. position as of Q4 2022 after selling out during the quarter.
  • Clearstead Advisors sold 2,786 Twitter, Inc. shares in Q4 2022, an estimated $122K.
  • Clearstead Advisors first reported a position in Twitter, Inc. in Q1 2020 and held it in 11 quarters.
  • Clearstead Advisors's Twitter, Inc. position peaked at $198K in Q3 2021.
  • 7 funds tracked by Wall St. Rank held Twitter, Inc. as of Q4 2022.

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