HWMA
TWTR

Heritage Wealth Management (Arizona)’s Twitter, Inc. TWTR Stock Holding History

Heritage Wealth Management (Arizona)’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
-761
Closed -$33K – 1113
2022
Q3 		$33K Hold
761
– – 0.01% 460
2022
Q2 		$28.5K Hold
761
– – 0.01% 494
2022
Q1 		$29K Buy
+761
New +$27.8K 0.01% 547
2021
Q3 		$45K Hold
751
– – 0.02% 460
2021
Q2 		$52K Buy
+751
New +$46K 0.02% 447

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

Heritage Wealth Management (Arizona)'s TWTR Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) sold out of Twitter, Inc. (TWTR) in Q4 2022, closing a stake of 761 shares — an estimated $33K sold.

Heritage Wealth Management (Arizona) first reported a position in TWTR in Q2 2021 and held it in 5 quarters. The position peaked at $52K in Q2 2021. 7 funds tracked by Wall St. Rank hold TWTR as of Q4 2022.

  • Heritage Wealth Management (Arizona) reported no remaining Twitter, Inc. position as of Q4 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 761 Twitter, Inc. shares in Q4 2022, an estimated $33K.
  • Heritage Wealth Management (Arizona) first reported a position in Twitter, Inc. in Q2 2021 and held it in 5 quarters.
  • Heritage Wealth Management (Arizona)'s Twitter, Inc. position peaked at $52K in Q2 2021.
  • 7 funds tracked by Wall St. Rank held Twitter, Inc. as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.