LWAC
TWTR

Laurel Wealth Advisors (California)’s Twitter, Inc. TWTR Stock Holding History

Laurel Wealth Advisors (California)’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
-5,806
Closed -$255K – 681
2022
Q3 		$255K Sell
5,806
-904
-13% -$36.8K 0.03% 537
2022
Q2 		$251K Sell
6,710
-5,810
-46% -$249K 0.03% 557
2022
Q1 		$484K Buy
12,520
+205
+2% +$7.49K 0.04% 425
2021
Q4 		$533K Buy
12,315
+6,925
+128% +$360K 0.04% 432
2021
Q3 		$326K Sell
5,390
-1
-0% -$66 0.06% 319
2021
Q2 		$371K Buy
5,391
+530
+11% +$32.5K 0.05% 350
2021
Q1 		$310K Sell
4,861
-3,636
-43% -$222K 0.05% 350
2020
Q4 		$460K Sell
8,497
-437
-5% -$20.9K 0.07% 258
2020
Q3 		$398K Buy
8,934
+736
+9% +$28.2K 0.07% 254
2020
Q2 		$244K Buy
+8,198
New +$247K 0.04% 331
2020
Q1 		– Sell
-15,089
Closed -$484K – 455
2019
Q4 		$484K Buy
15,089
+9,037
+149% +$297K 0.08% 260
2019
Q3 		$249K Buy
+6,052
New +$247K 0.04% 389
2018
Q4 		– Sell
-7,544
Closed -$214K – 437
2018
Q3 		$214K Buy
7,544
+245
+3% +$8.67K 0.05% 358
2018
Q2 		$317K Buy
+7,299
New +$256K 0.08% 249

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

Laurel Wealth Advisors (California)'s TWTR Position: Q4 2022 in Review

Laurel Wealth Advisors (California) sold out of Twitter, Inc. (TWTR) in Q4 2022, closing a stake of 5,806 shares — an estimated $255K sold.

Laurel Wealth Advisors (California) first reported a position in TWTR in Q2 2018 and held it in 14 quarters. The position peaked at $533K in Q4 2021. 7 funds tracked by Wall St. Rank hold TWTR as of Q4 2022.

  • Laurel Wealth Advisors (California) reported no remaining Twitter, Inc. position as of Q4 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 5,806 Twitter, Inc. shares in Q4 2022, an estimated $255K.
  • Laurel Wealth Advisors (California) first reported a position in Twitter, Inc. in Q2 2018 and held it in 14 quarters.
  • Laurel Wealth Advisors (California)'s Twitter, Inc. position peaked at $533K in Q4 2021.
  • 7 funds tracked by Wall St. Rank held Twitter, Inc. as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.