Heritage Wealth Advisors’s Twitter, Inc. TWTR Stock Holding History

Heritage Wealth 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	-14	Closed	-$614	–	584
2022 Q3	$614	Hold	14	–	–	﹤0.01%	505
2022 Q2	$1K	Hold	14	–	–	﹤0.01%	549
2022 Q1	$1K	Hold	14	–	–	﹤0.01%	526
2021 Q4	$1K	Buy	+14	New	+$727	﹤0.01%	536
2018 Q4	–	Sell	-100	Closed	-$2K	–	417
2018 Q3	$2K	Buy	+100	New	+$3.54K	﹤0.01%	363

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 $484M AUM 15.17% 1-Year Est. Return

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

Heritage Wealth Advisors's TWTR Position: Q4 2022 in Review

Heritage Wealth Advisors sold out of Twitter, Inc. (TWTR) in Q4 2022, closing a stake of 14 shares — an estimated $614 sold.

Heritage Wealth Advisors first reported a position in TWTR in Q3 2018 and held it in 5 quarters. The position peaked at $2K in Q3 2018. 7 funds tracked by Wall St. Rank hold TWTR as of Q4 2022.

Heritage Wealth Advisors reported no remaining Twitter, Inc. position as of Q4 2022 after selling out during the quarter.
Heritage Wealth Advisors sold 14 Twitter, Inc. shares in Q4 2022, an estimated $614.
Heritage Wealth Advisors first reported a position in Twitter, Inc. in Q3 2018 and held it in 5 quarters.
Heritage Wealth Advisors's Twitter, Inc. position peaked at $2K in Q3 2018.
7 funds tracked by Wall St. Rank held Twitter, Inc. as of Q4 2022.

Based on Heritage Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.