KA
TWTR

Kozak & Associates’s Twitter, Inc. TWTR Stock Holding History

Kozak & Associates’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
-42
Closed -$2K – 347
2022
Q3 		$2K Hold
42
– – ﹤0.01% 310
2022
Q2 		$2K Sell
42
-300
-88% -$12.9K ﹤0.01% 349
2022
Q1 		$12K Hold
342
– – 0.01% 243
2021
Q4 		$12K Hold
342
– – 0.01% 243
2021
Q3 		$18K Buy
+342
New +$22.5K 0.01% 216

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

Kozak & Associates's TWTR Position: Q4 2022 in Review

Kozak & Associates sold out of Twitter, Inc. (TWTR) in Q4 2022, closing a stake of 42 shares — an estimated $2K sold.

Kozak & Associates first reported a position in TWTR in Q3 2021 and held it in 5 quarters. The position peaked at $18K in Q3 2021. 7 funds tracked by Wall St. Rank hold TWTR as of Q4 2022.

  • Kozak & Associates reported no remaining Twitter, Inc. position as of Q4 2022 after selling out during the quarter.
  • Kozak & Associates sold 42 Twitter, Inc. shares in Q4 2022, an estimated $2K.
  • Kozak & Associates first reported a position in Twitter, Inc. in Q3 2021 and held it in 5 quarters.
  • Kozak & Associates's Twitter, Inc. position peaked at $18K in Q3 2021.
  • 7 funds tracked by Wall St. Rank held Twitter, Inc. as of Q4 2022.

Based on Kozak & Associates's 13F filing for Q4 2022, filed 3 Jan 2023.