KFS
TWTR

Kelly Financial Services’s Twitter, Inc. TWTR Stock Holding History

Kelly Financial Services’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
-32
Closed -$1.4K – 709
2022
Q3 		$1.4K Hold
32
– – ﹤0.01% 544
2022
Q2 		$1.2K Buy
+32
New +$1.37K ﹤0.01% 540
2021
Q1 		– Sell
-1
Closed -$54 – 660
2020
Q4 		$54 Hold
1
– – ﹤0.01% 591
2020
Q3 		$45 Hold
1
– – ﹤0.01% 576
2020
Q2 		$30 Hold
1
– – ﹤0.01% 599
2020
Q1 		$25 Hold
1
– – ﹤0.01% 574
2019
Q4 		$32 Hold
1
– – ﹤0.01% 558
2019
Q3 		$41 Hold
1
– – ﹤0.01% 545
2019
Q2 		$35 Hold
1
– – ﹤0.01% 495
2019
Q1 		$33 Buy
+1
New +$32 ﹤0.01% 493

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 $1.84B 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

Kelly Financial Services's TWTR Position: Q4 2022 in Review

Kelly Financial Services sold out of Twitter, Inc. (TWTR) in Q4 2022, closing a stake of 32 shares — an estimated $1.4K sold.

Kelly Financial Services first reported a position in TWTR in Q1 2019 and held it in 10 quarters. The position peaked at $1.4K in Q3 2022. 7 funds tracked by Wall St. Rank hold TWTR as of Q4 2022.

  • Kelly Financial Services reported no remaining Twitter, Inc. position as of Q4 2022 after selling out during the quarter.
  • Kelly Financial Services sold 32 Twitter, Inc. shares in Q4 2022, an estimated $1.4K.
  • Kelly Financial Services first reported a position in Twitter, Inc. in Q1 2019 and held it in 10 quarters.
  • Kelly Financial Services's Twitter, Inc. position peaked at $1.4K in Q3 2022.
  • 7 funds tracked by Wall St. Rank held Twitter, Inc. as of Q4 2022.

Based on Kelly Financial Services's 13F filing for Q4 2022, filed 17 Jul 2024.