EFG
TWTR

Everhart Financial Group’s Twitter, Inc. TWTR Stock Holding History

Everhart Financial Group’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
-5,436
Closed -$238K – 231
2022
Q3 		$238K Buy
+5,436
New +$221K 0.13% 159

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 $1.84B 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

Everhart Financial Group's TWTR Position: Q4 2022 in Review

Everhart Financial Group sold out of Twitter, Inc. (TWTR) in Q4 2022, closing a stake of 5,436 shares — an estimated $238K sold.

Everhart Financial Group first reported a position in TWTR in Q3 2022 and held it in 1 quarter. The position peaked at $238K in Q3 2022. 7 funds tracked by Wall St. Rank hold TWTR as of Q4 2022.

  • Everhart Financial Group reported no remaining Twitter, Inc. position as of Q4 2022 after selling out during the quarter.
  • Everhart Financial Group sold 5,436 Twitter, Inc. shares in Q4 2022, an estimated $238K.
  • Everhart Financial Group first reported a position in Twitter, Inc. in Q3 2022 and held it in 1 quarter.
  • Everhart Financial Group's Twitter, Inc. position peaked at $238K in Q3 2022.
  • 7 funds tracked by Wall St. Rank held Twitter, Inc. as of Q4 2022.

Based on Everhart Financial Group's 13F filing for Q4 2022, filed 9 Feb 2023.