LSAG
TWTR

Lake Street Advisors Group’s Twitter, Inc. TWTR Stock Holding History

Lake Street Advisors Group’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
-10,443
Closed -$458K – 366
2022
Q3 		$458K Buy
+10,443
New +$425K 0.03% 191
2021
Q1 		– Sell
-3,822
Closed -$207K – 341
2020
Q4 		$207K Buy
+3,822
New +$182K 0.02% 292

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 $537M AUM 18.24% 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

Lake Street Advisors Group's TWTR Position: Q4 2022 in Review

Lake Street Advisors Group sold out of Twitter, Inc. (TWTR) in Q4 2022, closing a stake of 10,443 shares — an estimated $458K sold.

Lake Street Advisors Group first reported a position in TWTR in Q4 2020 and held it in 2 quarters. The position peaked at $458K in Q3 2022. 7 funds tracked by Wall St. Rank hold TWTR as of Q4 2022.

  • Lake Street Advisors Group reported no remaining Twitter, Inc. position as of Q4 2022 after selling out during the quarter.
  • Lake Street Advisors Group sold 10,443 Twitter, Inc. shares in Q4 2022, an estimated $458K.
  • Lake Street Advisors Group first reported a position in Twitter, Inc. in Q4 2020 and held it in 2 quarters.
  • Lake Street Advisors Group's Twitter, Inc. position peaked at $458K in Q3 2022.
  • 7 funds tracked by Wall St. Rank held Twitter, Inc. as of Q4 2022.

Based on Lake Street Advisors Group's 13F filing for Q4 2022, filed 14 Feb 2023.