IFAM
TWTR

Institutional & Family Asset Management’s Twitter, Inc. TWTR Stock Holding History

Institutional & Family Asset 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
-999
Closed -$44K – 790
2022
Q3 		$44K Sell
999
-279
-22% -$11.4K 0.01% 234
2022
Q2 		$48K Sell
1,278
-1,182
-48% -$50.7K 0.01% 229
2022
Q1 		$95K Buy
2,460
+68
+3% +$2.48K 0.01% 201
2021
Q4 		$103K Hold
2,392
– – 0.02% 206
2021
Q3 		$144K Sell
2,392
-123
-5% -$8.08K 0.02% 207
2021
Q2 		$173K Hold
2,515
– – 0.03% 189
2021
Q1 		$160K Sell
2,515
-297
-11% -$18.2K 0.03% 209
2020
Q4 		$152K Sell
2,812
-116
-4% -$5.54K 0.03% 208
2020
Q3 		$130K Sell
2,928
-2
-0.1% -$77 0.03% 208
2020
Q2 		$87K Sell
2,930
-77
-3% -$2.32K 0.02% 253
2020
Q1 		$74K Buy
3,007
+110
+4% +$3.56K 0.02% 241
2019
Q4 		$93K Buy
2,897
+152
+6% +$5K 0.02% 247
2019
Q3 		$113K Sell
2,745
-34
-1% -$1.39K 0.02% 204
2019
Q2 		$97K Sell
2,779
-25
-0.9% -$917 0.02% 226
2019
Q1 		$92K Buy
2,804
+992
+55% +$31.4K 0.02% 251
2018
Q4 		$52K Hold
1,812
– – 0.01% 321
2018
Q3 		$52K Sell
1,812
-270
-13% -$9.56K 0.01% 350
2018
Q2 		$91K Sell
2,082
-16
-0.8% -$562 0.02% 279
2018
Q1 		$61K Buy
+2,098
New +$61.5K 0.01% 308

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

Institutional & Family Asset Management's TWTR Position: Q4 2022 in Review

Institutional & Family Asset Management sold out of Twitter, Inc. (TWTR) in Q4 2022, closing a stake of 999 shares — an estimated $44K sold.

Institutional & Family Asset Management first reported a position in TWTR in Q1 2018 and held it in 19 quarters. The position peaked at $173K in Q2 2021. 7 funds tracked by Wall St. Rank hold TWTR as of Q4 2022.

  • Institutional & Family Asset Management reported no remaining Twitter, Inc. position as of Q4 2022 after selling out during the quarter.
  • Institutional & Family Asset Management sold 999 Twitter, Inc. shares in Q4 2022, an estimated $44K.
  • Institutional & Family Asset Management first reported a position in Twitter, Inc. in Q1 2018 and held it in 19 quarters.
  • Institutional & Family Asset Management's Twitter, Inc. position peaked at $173K in Q2 2021.
  • 7 funds tracked by Wall St. Rank held Twitter, Inc. as of Q4 2022.

Based on Institutional & Family Asset Management's 13F filing for Q4 2022, filed 8 Feb 2023.