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

Focused 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 Q1	–	Sell	-12,000	Closed	-$16K	–	1154
2021 Q4	$16K	Buy	12,000 +6,000	+100%	+$312K	﹤0.01%	522
2021 Q3	$3K	Buy	+6,000	New	+$394K	﹤0.01%	791
2020 Q3	–	Sell	-10,000	Closed	-$6K	–	901
2020 Q2	$6K	Buy	+10,000	New	+$301K	﹤0.01%	573
2019 Q3	–	Sell	-10,000	Closed	-$2K	–	803
2019 Q2	$2K	Sell	10,000 -4,000	-29%	-$147K	﹤0.01%	682
2019 Q1	$29K	Buy	+14,000	New	+$444K	0.01%	341
2018 Q1	–	Sell	-24,000	Closed	-$68K	–	757
2017 Q4	$68K	Buy	+24,000	New	+$493K	0.02%	267
2017 Q1	–	Sell	-24,000	Closed	-$12K	–	742
2016 Q4	$12K	Buy	+24,000	New	+$440K	0.01%	455
2014 Q3	–	Sell	-48	Closed	-$3K	–	726
2014 Q2	$3K	Buy	+48	New	+$1.82K	﹤0.01%	573

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

Focused Wealth Management's TWTR Position: Q4 2022 in Review

Focused Wealth Management sold out of Twitter, Inc. (TWTR) in Q4 2022, closing a stake of 539 shares — an estimated $24K sold.

Focused Wealth Management first reported a position in TWTR in Q1 2014 and held it in 35 quarters. The position peaked at $140K in Q2 2018. 7 funds tracked by Wall St. Rank hold TWTR as of Q4 2022.

Focused Wealth Management reported no remaining Twitter, Inc. position as of Q4 2022 after selling out during the quarter.
Focused Wealth Management sold 539 Twitter, Inc. shares in Q4 2022, an estimated $24K.
Focused Wealth Management first reported a position in Twitter, Inc. in Q1 2014 and held it in 35 quarters.
Focused Wealth Management's Twitter, Inc. position peaked at $140K in Q2 2018.
7 funds tracked by Wall St. Rank held Twitter, Inc. as of Q4 2022.

Based on Focused Wealth Management's 13F filing for Q4 2022, filed 13 Jan 2023.