IFWM
TWTR

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

Institute for 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
Q4 		– Sell
-38,088
Closed -$1.67M – 479
2022
Q3 		$1.67M Hold
38,088
– – 0.37% 67
2022
Q2 		$1.42M Sell
38,088
-6,040
-14% -$259K 0.28% 91
2022
Q1 		$1.71M Buy
44,128
+8,778
+25% +$321K 0.28% 89
2021
Q4 		$1.53M Buy
35,350
+809
+2% +$42K 0.25% 107
2021
Q3 		$2.09M Buy
34,541
+506
+1% +$33.2K 0.37% 64
2021
Q2 		$2.34M Sell
34,035
-262
-0.8% -$16.1K 0.41% 60
2021
Q1 		$2.18M Sell
34,297
-1,072
-3% -$65.5K 0.41% 60
2020
Q4 		$1.92M Sell
35,369
-1,152
-3% -$55K 0.38% 63
2020
Q3 		$1.63M Sell
36,521
-480
-1% -$18.4K 0.37% 58
2020
Q2 		$1.1M Buy
37,001
+1,608
+5% +$48.5K 0.27% 96
2020
Q1 		$869K Buy
35,393
+561
+2% +$18.1K 0.27% 100
2019
Q4 		$1.12M Buy
34,832
+6,454
+23% +$212K 0.25% 107
2019
Q3 		$1.17M Sell
28,378
-2,631
-8% -$107K 0.29% 95
2019
Q2 		$1.08M Sell
31,009
-946
-3% -$34.7K 0.24% 121
2019
Q1 		$1.05M Buy
31,955
+2,168
+7% +$68.7K 0.23% 124
2018
Q4 		$856K Buy
29,787
+8,788
+42% +$276K 0.35% 86
2018
Q3 		$612K Buy
20,999
+4,274
+26% +$151K 0.21% 145
2018
Q2 		$731K Buy
16,725
+40
+0.2% +$1.4K 0.23% 133
2018
Q1 		$504K Buy
16,685
+909
+6% +$26.6K 0.15% 193
2017
Q4 		$376K Sell
15,776
-3,548
-18% -$72.9K 0.09% 266
2017
Q3 		$326K Buy
19,324
+900
+5% +$15.7K 0.11% 219
2017
Q2 		$334K Buy
+18,424
New +$314K 0.09% 292

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

Institute for Wealth Management's TWTR Position: Q4 2022 in Review

Institute for Wealth Management sold out of Twitter, Inc. (TWTR) in Q4 2022, closing a stake of 38,088 shares — an estimated $1.67M sold.

Institute for Wealth Management first reported a position in TWTR in Q2 2017 and held it in 22 quarters. The position peaked at $2.34M in Q2 2021. 7 funds tracked by Wall St. Rank hold TWTR as of Q4 2022.

  • Institute for Wealth Management reported no remaining Twitter, Inc. position as of Q4 2022 after selling out during the quarter.
  • Institute for Wealth Management sold 38,088 Twitter, Inc. shares in Q4 2022, an estimated $1.67M.
  • Institute for Wealth Management first reported a position in Twitter, Inc. in Q2 2017 and held it in 22 quarters.
  • Institute for Wealth Management's Twitter, Inc. position peaked at $2.34M in Q2 2021.
  • 7 funds tracked by Wall St. Rank held Twitter, Inc. as of Q4 2022.

Based on Institute for Wealth Management's 13F filing for Q4 2022, filed 2 Feb 2023.