KPWS
TWTR

Kestra Private Wealth Services’s Twitter, Inc. TWTR Stock Holding History

Kestra Private Wealth 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
-5,176
Closed -$227K – 1014
2022
Q3 		$227K Sell
5,176
-34,381
-87% -$1.4M 0.01% 741
2022
Q2 		$1.48M Sell
39,557
-1,639
-4% -$70.3K 0.08% 274
2022
Q1 		$1.59M Buy
41,196
+519
+1% +$19K 0.08% 258
2021
Q4 		$1.76M Sell
40,677
-492
-1% -$25.6K 0.08% 252
2021
Q3 		$2.49M Buy
41,169
+1,663
+4% +$109K 0.14% 166
2021
Q2 		$2.72M Sell
39,506
-764
-2% -$46.8K 0.17% 139
2021
Q1 		$2.56M Buy
40,270
+2,139
+6% +$131K 0.18% 138
2020
Q4 		$2.07M Sell
38,131
-509
-1% -$24.3K 0.15% 155
2020
Q3 		$1.72M Buy
+38,640
New +$1.48M 0.15% 155

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

Kestra Private Wealth Services's TWTR Position: Q4 2022 in Review

Kestra Private Wealth Services sold out of Twitter, Inc. (TWTR) in Q4 2022, closing a stake of 5,176 shares — an estimated $227K sold.

Kestra Private Wealth Services first reported a position in TWTR in Q3 2020 and held it in 9 quarters. The position peaked at $2.72M in Q2 2021. 7 funds tracked by Wall St. Rank hold TWTR as of Q4 2022.

  • Kestra Private Wealth Services reported no remaining Twitter, Inc. position as of Q4 2022 after selling out during the quarter.
  • Kestra Private Wealth Services sold 5,176 Twitter, Inc. shares in Q4 2022, an estimated $227K.
  • Kestra Private Wealth Services first reported a position in Twitter, Inc. in Q3 2020 and held it in 9 quarters.
  • Kestra Private Wealth Services's Twitter, Inc. position peaked at $2.72M in Q2 2021.
  • 7 funds tracked by Wall St. Rank held Twitter, Inc. as of Q4 2022.

Based on Kestra Private Wealth Services's 13F filing for Q4 2022, filed 1 Feb 2023.