Kaizen Financial Strategies’s Twitter, Inc. TWTR Stock Holding History

Kaizen Financial Strategies’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	-11,677	Closed	-$512K	–	140
2022 Q3	$512K	Sell	11,677 -120	-1%	-$4.88K	0.52%	49
2022 Q2	$441K	Sell	11,797 -160	-1%	-$6.86K	0.44%	61
2022 Q1	$463K	Sell	11,957 -1,600	-12%	-$58.5K	0.36%	67
2021 Q4	$586K	Sell	13,557 -1,772	-12%	-$92.1K	0.44%	57
2021 Q3	$926K	Buy	+15,329	New	+$1.01M	0.75%	39
2021 Q1	–	Sell	-5,672	Closed	-$307K	–	158
2020 Q4	$307K	Buy	+5,672	New	+$271K	0.34%	89

Other funds holding TWTR

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

Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return

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

Kaizen Financial Strategies's TWTR Position: Q4 2022 in Review

Kaizen Financial Strategies sold out of Twitter, Inc. (TWTR) in Q4 2022, closing a stake of 11,677 shares — an estimated $512K sold.

Kaizen Financial Strategies first reported a position in TWTR in Q4 2020 and held it in 6 quarters. The position peaked at $926K in Q3 2021. 7 funds tracked by Wall St. Rank hold TWTR as of Q4 2022.

Kaizen Financial Strategies reported no remaining Twitter, Inc. position as of Q4 2022 after selling out during the quarter.
Kaizen Financial Strategies sold 11,677 Twitter, Inc. shares in Q4 2022, an estimated $512K.
Kaizen Financial Strategies first reported a position in Twitter, Inc. in Q4 2020 and held it in 6 quarters.
Kaizen Financial Strategies's Twitter, Inc. position peaked at $926K in Q3 2021.
7 funds tracked by Wall St. Rank held Twitter, Inc. as of Q4 2022.

Based on Kaizen Financial Strategies's 13F filing for Q4 2022, filed 19 Jan 2023.