IWA
TWTR

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

Icon 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
-5,797
Closed -$254K – 415
2022
Q3 		$254K Buy
+5,797
New +$236K 0.03% 265

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

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

Icon Wealth Advisors sold out of Twitter, Inc. (TWTR) in Q4 2022, closing a stake of 5,797 shares — an estimated $254K sold.

Icon Wealth Advisors first reported a position in TWTR in Q3 2022 and held it in 1 quarter. The position peaked at $254K in Q3 2022. 7 funds tracked by Wall St. Rank hold TWTR as of Q4 2022.

  • Icon Wealth Advisors reported no remaining Twitter, Inc. position as of Q4 2022 after selling out during the quarter.
  • Icon Wealth Advisors sold 5,797 Twitter, Inc. shares in Q4 2022, an estimated $254K.
  • Icon Wealth Advisors first reported a position in Twitter, Inc. in Q3 2022 and held it in 1 quarter.
  • Icon Wealth Advisors's Twitter, Inc. position peaked at $254K in Q3 2022.
  • 7 funds tracked by Wall St. Rank held Twitter, Inc. as of Q4 2022.

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