IWC
TWTR

Integrated Wealth Concepts’s Twitter, Inc. TWTR Stock Holding History

Integrated Wealth Concepts’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
-10,570
Closed -$463K – 1089
2022
Q3 		$463K Sell
10,570
-856
-7% -$34.8K 0.01% 612
2022
Q2 		$427K Buy
11,426
+238
+2% +$10.2K 0.01% 655
2022
Q1 		$433K Buy
11,188
+120
+1% +$4.38K 0.01% 614
2021
Q4 		$478K Sell
11,068
-397
-3% -$20.6K 0.01% 626
2021
Q3 		$692K Buy
11,465
+2,293
+25% +$151K 0.02% 496
2021
Q2 		$631K Buy
9,172
+5,098
+125% +$313K 0.02% 476
2021
Q1 		$259K Buy
+4,074
New +$249K 0.01% 623

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

Integrated Wealth Concepts's TWTR Position: Q4 2022 in Review

Integrated Wealth Concepts sold out of Twitter, Inc. (TWTR) in Q4 2022, closing a stake of 10,570 shares — an estimated $463K sold.

Integrated Wealth Concepts first reported a position in TWTR in Q1 2021 and held it in 7 quarters. The position peaked at $692K in Q3 2021. 7 funds tracked by Wall St. Rank hold TWTR as of Q4 2022.

  • Integrated Wealth Concepts reported no remaining Twitter, Inc. position as of Q4 2022 after selling out during the quarter.
  • Integrated Wealth Concepts sold 10,570 Twitter, Inc. shares in Q4 2022, an estimated $463K.
  • Integrated Wealth Concepts first reported a position in Twitter, Inc. in Q1 2021 and held it in 7 quarters.
  • Integrated Wealth Concepts's Twitter, Inc. position peaked at $692K in Q3 2021.
  • 7 funds tracked by Wall St. Rank held Twitter, Inc. as of Q4 2022.

Based on Integrated Wealth Concepts's 13F filing for Q4 2022, filed 13 Feb 2023.